5 Ways An Advisor Can Change Your Retirement

Описание к видео 5 Ways An Advisor Can Change Your Retirement

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In this video, I explain five ways a financial advisor can make a difference in your early retirement.

Most people don’t need an advisor, but the right one can add much value to their lives. I will explain how an advisor can act as a coach, helping them avoid costly mistakes.

Most importantly, having an advisor gives you peace of mind. You don’t have to constantly worry about your finances and can truly enjoy your retirement.

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Time Stamp
00:00 Intro
01:20 - The Role of a Financial Advisor
03:50 - When Not to Hire an Advisor
06:00 - 5 Reasons to Hire a Financial Advisor
06:30 - Reason 1: Financial Coach
09:20 - Reason 2: Wealth Management Strategy
11:45 - Reason 3: Estate Planning
13:05 - Reason 4: Cognitive Decline Preparation
14:15 - Reason 5: Peace of Mind
15:30 - Conclusion

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.

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