CFP® Reviews Vanguard's Advisor Study - When Should You Get An Advisor? скачать в хорошем качестве

CFP® Reviews Vanguard's Advisor Study - When Should You Get 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... Vanguard's latest study reveals the surprising truth about when you should (and shouldn't) work with a financial advisor. This detailed breakdown explores the value advisors can add, from behavioral coaching and tax strategies to retirement planning and asset allocation. Find out whether it's the right time for you to hire an advisor or if you can manage your finances independently. Watch now to take control of your wealth! –––––––––––––––––––––––––––––– Time Stamp 00:00 - Introduction to Vanguard's Advisor Alpha Study 01:16 - Timing for Hiring an Advisor 02:41 - Early Retirement Academy 04:22 - Value of Advisors According to Vanguard 06:43 - Personal Stories on Advisor Trust Issues 09:07 - Asset Allocation and Risk Optimization 10:45 - Behavioral Coaching Benefits 12:54 - Asset Location vs. Asset Allocation 13:50 - Spending and Withdrawal Strategies 14:59 - Total Return vs. Income Investing 15:58 - Conclusion and Next Steps –––––––––––––––––––––––––––––– 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:⚠️ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.