# 4-14-26 Are Financial Advisor Fees Really Worth It Page: https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-14-26-are-financial-advisor-fees-really-worth-it Text version: https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-14-26-are-financial-advisor-fees-really-worth-it.md Podcast: [The Real Investment Show (Full Show)](https://stenobird.com/podcast/the-real-investment-show-full-show-1123656) Published: 2026-04-14T17:18:29+00:00 Episode link: https://soundcloud.com/user-949311744/4-14-26-are-financial-advisor Audio file: https://feeds.soundcloud.com/stream/2302530077-user-949311744-4-14-26-are-financial-advisor.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-14-26-are-financial-advisor-fees-really-worth-it Duration seconds: 2863 ## Resource Are financial advisor fees really worth it—or are you paying more than you should? Lance Roberts & Jon Penn break down the true value behind advisory fees and what investors should expect in return. It’s not just about investment performance. A good advisor delivers portfolio construction, risk management, tax efficiency, and long-term financial planning—all designed to help you build and protect wealth. Also in this episode, Lance and Jon offer tax tips for the day before Taxes are due... Key topics include: 0:00 - INTRO 1:13 - Iran Negotiations = More Market Volatility 6:17 - Markets Rally Towards Previous Highs 8:16 - Is the Correction Over? 11:19 - Lance is Back; Thanks to Jon 13:10 - Why Pay an Advisor? 18:24 - You Don't Have to Beat a Benchmark 19:24 - Driving in Houston & Managing Risk 22:34 - Why You Need an Advisor 28:43 - Use the Right Tool 31:55 - Why We Don't Sleep (so that YOU can) 34:07 - The Truth About Paying a Fee 39:07 - The Value in Starting Young(er) 43:42 - Last Minute Tips for Tax Day (tomorrow) ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/5IaUfLHtiyg ------- Watch our previous show, "The S&P 500 Rally: What Comes Next?," https://youtube.com/live/ylJqaK248pk ------- The latest installment of our new feature, Before the Bell, "Buy Signal Is Back - But Don't Chase" is here: https://youtu.be/lM6tkRDoRe8 ------- Articles Mentioned in Today's Show: "S&P 500 Outlook: The 8.2% Rally & What Comes Next." https://realinvestmentadvice.com/resources/blog/sp-500-outlook-the-8-2-rally-what-comes-next/ "Oil Shock: Will The Fed Intervene" https://realinvestmentadvice.com/resources/blog/oil-shock-will-the-fed-intervene-part-2/ "The South Park Investment… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-14-26-are-financial-advisor-fees-really-worth-it/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-14-26-are-financial-advisor-fees-really-worth-it.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.