When Does It Actually Make Sense To Hire A Financial Advisor?

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Вміст надано Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

7M ago 16:38

MP3•Головна епізоду

-> Create Your Custom Strategy To Retire Early
It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind.
Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision.
Here's to retiring only once, and doing it confidently!
Email me directly: ari@rootfinancialpartners.com

Create Your Custom Early Retirement Strategy Here
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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.

Розділи

1. Considerations for Hiring a Financial Advisor (00:00:00)

2. Considerations for Hiring a Financial Planner (00:03:59)

3. Considerations for Hiring a Financial Advisor (00:11:49)

4. Shorter Episode and Future Work Opportunities (00:15:51)

194 епізодів

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