The Real Cost of Hiring a Financial Advisor: Part 2

LIVE WELLthy™

Aug 06, 2024•43 min

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Episode description

Welcome back to The Live WELLthy™ Podcast! In This episode, Dawn Dahlby, CFP® BFA and CEO of Relevé Financial Group continues to dive deep into the true value of financial advice.

In this episode, Dawn breaks down:

• Understanding fee structures: flat fee vs. AUM • Tax strategies and investment planning

• Benefits of institutional access to alternative investments

• Behavioral financial advice and value alignmentDawn also highlights the importance of behavioral financial advice, ensuring your spending and saving align with your values. Learn how our comprehensive strategies can potentially provide a net return exceeding 3%, as demonstrated by a Vanguard study.

Don’t miss this insightful episode that reveals the extensive work and expertise behind effective financial advising.

🔔 Like, comment, and subscribe for more tips on Living WELLthy™!

📍 Resources:

• Vanguard Study: Putting Value on the Value of a Financial Advisor

#FinancialAdvisor #InvestmentStrategy #TaxPlanning #BehavioralFinance #LiveWELLthy #ReleveFinancialGroupAlso

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