Do You Know How Much You Are Paying Your Advisor?

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

Conteúdo fornecido por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

2M ago 22:18

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There are many reasons to work with an advisor and I want to ensure you are getting value for it!

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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.

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

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