A friend asked me recently: What have I changed with my own money since becoming a financial advisor? 

As a proud DIYer for decades, I didn’t think I had missed much. But when I began working with other experienced financial advisors and studying financial planning with the rigor of a professional, I realized that there was a lot I could have done better. 

The thing about taking the DIY approach to personal finance is that even if you’re willing to put in the energy to learn, you’ll inevitably have blind spots.

In this article, I share: 

  • What I’m doing differently with my investments
  • What I’m doing differently with my cash flow
  • What I’m doing differently on tax optimization
  • What I’m doing differently to manage risk

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