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The Value of Good Advice
Published 1 year, 10 months ago
Description
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
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