7/22/25

Stocks, Bonds and More: Do You Really Need a Financial Advisor?

While financial advisors can offer value, they often come with expensive fees that eat into your long-term returns. In this video, we will break down when it’s truly worth hiring an advisor—and when you're better off managing your investments on your own. Learn how to avoid losing over $1 million in hidden fees; and explore simple, effective strategies for building wealth through stocks, bonds, and smart financial planning.

You don’t need to know everything—just where to start.

You don’t have to know everything about investing or retirement to start building your future—you just need a clear place to begin.

The Nest Egg Playbook walks you through the core building blocks of long-term wealth in a way that actually makes sense. No pressure. No overwhelm. Just grounded guidance to help you take action with confidence.

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Needs vs Wants: The Financial Trap You Didn’t See Coming