Скачать с ютуб Is It Crazy Paying $30k/Year to An Advisor? в хорошем качестве

Is It Crazy Paying $30k/Year to An Advisor?

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this video, I discuss the value of working with a financial advisor and whether the fees associated with their services are justified. I'm not here to tell you that you must work with an advisor but rather to help you think critically about the fees and whether they bring you peace of mind. I'll guide you through understanding the quantifiable value of working with an advisor so you can decide if it's worth it. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:45 Reasons to Hire or Not Hire a Financial Advisor 03:00 Early Retirement Academy 04:10 Tax Planning for Retirement 06:40 Example of Advisor Practices 08:05 Traditional Advisors vs. Holistic Planning Services 09:54 Stress Testing in Retirement Planning 10:45 Detailed Planning Examples 12:40 Having a Clear Retirement Purpose 14:10 Dynamic Withdrawal Strategy Strategy 15:30 Understanding Hidden Fees & Charges 17:30 Evaluating the Total Cost of Working With an Advisor 20:00 Am I Getting Value From an Advisor? 22:22 Summary –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.