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

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

Kandungan disediakan oleh Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

7M ago 16:38

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-> 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
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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.

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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)

193 episod

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