Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Let’s face it—most of us have, at some point, looked at our bank account and thought, “Well, that can’t be right.” Managing money can feel like trying to solve a Rubik’s Cube blindfolded, while riding a unicycle... on fire. Enter the financial advisor: part money whisperer, part life coach, part magician (hopefully without the disappearing act). But with countless apps, YouTube gurus, and your cousin Dave who “knows a guy,” do you really need to pay someone to tell you not to buy that fourth air fryer?

On this episode, we’ll break down whether hiring a financial advisor is a smart investment—or just another line item in your budget to stress about.

Show Highlights Include:

• Do It Yourself On The Rise (3:30)

• The Financial Advisor’s Advisor (5:30)

• Portfolio Management (7:15)

• Behavior Coaching (8:35)

• Advanced Planning(10:00)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

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