Fique off-line com o app Player FM !
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
«
»
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!
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
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.
Capítulos
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)
226 episódios
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!
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
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.
Capítulos
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)
226 episódios
Todos os episódios
×Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.