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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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5 Ways An Advisor Can Change Your Retirement
Manage episode 438941697 series 2973839
Hiring an advisor should be based on the experience you are looking for.
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.
Chapitres
1. Considering Hiring a Financial Advisor (00:00:00)
2. Evaluating the Value of Financial Advisors (00:02:55)
3. The Value of Hiring Financial Advisors (00:10:42)
4. Deciding on Hiring a Financial Advisor (00:15:07)
218 episodes
Manage episode 438941697 series 2973839
Hiring an advisor should be based on the experience you are looking for.
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.
Chapitres
1. Considering Hiring a Financial Advisor (00:00:00)
2. Evaluating the Value of Financial Advisors (00:02:55)
3. The Value of Hiring Financial Advisors (00:10:42)
4. Deciding on Hiring a Financial Advisor (00:15:07)
218 episodes
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