Episode

Why Self Managaed Portfolios Outperform Advisors

Podcast: The Wealth Equation
Published: Feb 20, 2026
Duration seconds: 1414
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Summary

Most women assume advisors outperform because they’re “experts.” The data inside real portfolios tells a very different story. In this episode, I take you behind the scenes of reviewing real client portfolios - many advisor-managed, ranging from $30K to over $3M, and show you exactly what’s working, what’s quietly draining wealth, and why it’s not only possible, but easy, for women to outperform advisors without a finance degree or prior investing experience.