Broker Check

Hagen Advisory Podcast, ep. 6, The Outlaws

June 09, 2026

Hey everyone, 

There are lots of people who choose not to work with a financial advisor and do very well managing their own finances. 

I have a good friend who is one of these people and he kindly let me interrogate him to learn more about what makes someone a good DIY candidate and how he arrived at this decision.    

-Rob