The Value of Good Advice
May 22, 2024•46 min•Transcript available on Metacast Episode description
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more:
3:53 Cost-Effective Implementation and Rebalancing
6:20 Financial Future and Advisor Second Opinions
7:16 Asset Location and Withdrawal Strategies
9:00 Hodgepodge-itis and Portfolio Simplification
11:57 The Vanguard Experience
14:30 The Importance of Seeking Advice Early
20:14 Backdoor Roth IRA Strategies
26:15 Hodgepodge-itis Treatment and Financial Future
28:57 Morningstar Ratings Debunked
31:51 Roth Conversions and Considerations
35:10 Evaluating Investment Fees at Wells Fargo
36:31 Simplifying Portfolios with TSP
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