How to Money · Monday, June 29, 2026
A listener named Brady inherited money and is concerned his wealth management team is underperforming the market. He questions whether a financial advisor can provide peace of mind despite lower returns, and whether using AI for financial advice is viable.
“I've inherited some money after the past and family member that money has been with their wealth management team for quite some time now and chosen to keep it with these guys for several years. But I do I feel like they're under performing the market a little bit, which I know is pretty standard.”
“They say it's best of diverse by the PORFOLI with stocks, bonds, T bills, dividendyealing stocks in anticipation of market volatility and to reduce risk, hence the lower performance compared to say the S and P five hundred.”
“I know you guys say to drop financial advisors altogether, but I'm concerned about the stress I'm managing these investments myself, and that stress affecting the performance of my business. Is there such a thing as a peace of mind with a financial advisor?”
“On a completely different note, have either of you guys entered all or some of your data into AI to get an analysis.”