Finance Rules: EBW Financial News Radio
The growth of automated investment-advice platforms called Robo-Advisers is the topic at just about every conference in the financial advising industry in recent months.
But using robo-advisers can be a very bad idea, insists Certified Financial Planner® Bryan Beatty, a partner at the Tyson’s Corner-based financial services firm Egan, Berger & Weiner LLC.
On today’s episode of EBW’s Finance Rules Radio Show, Beatty explains:
1. What are “Robo-Advisors” that folks have been hearing about?
2. How is working with a real face to face advisor different?
3. How much can can planning mistakes cost?
4. I think people understand finances to some degree, can you explain what is meant by behavioral finance?
Download the podcast now!