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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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Do You Know How Much You Are Paying Your Advisor?
Manage episode 445127990 series 2973839
There are many reasons to work with an advisor and I want to ensure you are getting value for it!
Text us your thoughts on the show!
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Join the new Root Collective HERE! (COMMUNITY)
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
فصل ها
1. Transparency in Advisor Fees (00:00:00)
2. Advisor Fee Transparency and Justification (00:04:17)
3. Understanding All-in Advisor Fees (00:08:26)
4. Engagement and Disclaimer Reminder (00:21:33)
240 قسمت
Manage episode 445127990 series 2973839
There are many reasons to work with an advisor and I want to ensure you are getting value for it!
Text us your thoughts on the show!
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Join the new Root Collective HERE! (COMMUNITY)
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
فصل ها
1. Transparency in Advisor Fees (00:00:00)
2. Advisor Fee Transparency and Justification (00:04:17)
3. Understanding All-in Advisor Fees (00:08:26)
4. Engagement and Disclaimer Reminder (00:21:33)
240 قسمت
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