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May 22, 2024

The Value of Good Advice

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 ...

Show Notes

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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S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
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