Financial Advisor: You Should Be Getting Much More Than Just Investment Advice For 1%

If you enjoy hearing about how to keep your financial professionals honest, I recommend listening to my conversation with Zacc Call about the secrets to knowing which type of financial professional you are dealing with. (   • How to Tell Which Financial Professio...  )

Zacc's Podcast: The Financial Call:
https://www.thefinancialcall.com/guid...

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⏰ TIME CODES ⏰
0:00 Episode Intro
02:50 🚀 Warren Buffet Challenge
6:51 📈 Investment Funds
10:50 👥 Financial Professional Designations
13:58 🤝 Investments Only Advisor Value
17:43 💰 How to find out advisor fees
21:25 🛠️ If you are DIY
23:57 🧠 Vanguard Study on value of investment advisor
32:50 📊 Tier 1: Investment Management
33:48 💸 Tier 2: Income Planning
39:48 🪦 Tier 3: Tax, Insurance, Estate analysis
46:37 🔍 Tier 4: Specialized planning categories
51:50 📉 Losing your gains to advisor fees
56:42 👨 Advisor compensation structures
01:04:01 🚦 Understand the different types of advisor

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#finance #financialadvisor #theretirementnerds

Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.

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