Ep 413 : What financial advisers really do with their own money

Investopoly · Jun 16, 2026 · 31m

Read Full Blog HerePre-order Wealth by Design HereFinancial advisers often manage their own money quite differently from the clients they advise. After more than two decades of observing both groups up close, those differences have become a reliable indicator of what genuinely good financial decision-making looks like in practice.In this episode, Stuart shares nine observations drawn from that experience. Most financial advisers hold their superannuation entirely in growth assets, understanding that short-term volatility inside super is largely irrelevant when the money cannot be accessed for…