Do You Know How Much You Are Paying Your Advisor?

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

Inhoud geleverd door Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

3M 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.

Hoofdstukken

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)

227 afleveringen

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