Podcast Episode Details
Back to Podcast Episodes
The Value of Good Advice
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more:
- 3:53 Cost-Effective Implementation and Rebalancing
- 6:20 Financial Future and Advisor Second Opinions
- 7:16 Asset Location and Withdrawal Strategies
- 9:00 Hodgepodge-itis and Portfolio Simplification
- 11:57 The Vanguard Experience
- 14:30 The Importance of Seeking Advice Early
- 20:14 Backdoor Roth IRA Strategies
- 26:15 Hodgepodge-itis Treatment and Financial Future
- 28:57 Morningstar Ratings Debunked
- 31:51 Roth Conversions and Considerations
- 35:10 Evaluating Investment Fees at Wells Fargo
- 36:31 Simplifying Portfolios with TSP
Learn more about your ad choices. Visit megaphone.fm/adchoices
Published on 1 year, 7 months ago