When Does It Actually Make Sense To Hire A Financial Advisor?

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

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12M ago 16:38

MP3•Maison d'episode

-> Create Your Custom Strategy To Retire Early
It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind.
Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision.
Here's to retiring only once, and doing it confidently!
Email me directly: ari@rootfinancialpartners.com

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. Considerations for Hiring a Financial Advisor (00:00:00)

2. Considerations for Hiring a Financial Planner (00:03:59)

3. Considerations for Hiring a Financial Advisor (00:11:49)

4. Shorter Episode and Future Work Opportunities (00:15:51)

214 episodes

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