031 - Should I Leave My Financial Advisor for Vanguard?

Real Personal Finance

Jan 22, 2020•29 min

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Episode description

On this week's episode: Should I leave my financial advisor?

What are your options?
- Balanced Mutual Fund
  - Ex: Vanguard Welling Fund Admiral Shares
- Robo Advisors
  - Vanguard Personal Advisor Services
  - Betterment
- Traditional Financial Advisor
  - Find an Advisor
- Vanguard's Advisor Alpha
What we believe a great financial should do: The 4 C's
- Competence
- Coaching
- Continuity
- Convenience
There is a spectrum of advice .... what is right for you?
Don't overpay for the level of advice you want
- Ex: Pay 1% of investment management when you can get investment management for .25%

LET'S CONNECT!

James

Scott

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