How to Evaluate if Your Financial Advisor Is Delivering Value, #205
Retire With Ryan
English - June 12, 2024 07:00 - 22 minutes - 17.9 MBInvesting Business Education Self-Improvement retirementpodcast Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
How do you know if your financial advisor is delivering value? Is seeing a financial gain in your investments the only metric you should use? I’ve identified four key areas where your financial advisor should be delivering value to you: Awareness of costs and fees, performance of your portfolio, financial planning benefits, and communication.
I’ll cover each of these areas in detail in this episode. I’ve also included a checklist you can use to make sure your current financial advisor is delivering value.
This is Part 5 of a five-part series about financial planners to celebrate the release of my first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor.”
You will want to hear this episode if you are interested in... [3:03] Area #1: Awareness of costs and fees [9:25] Area #2: How your investments perform [15:32] Area #3: The financial planning provided [17:54] Area #4: Communication Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Head to RetireWithRyan.com to get this free checklist Connect With Morrissey Wealth Management