))
The Real Cost of Hiring a Financial Advisor: Part 2
Manage episode 432884795 series 3467946
Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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
36 एपिसोडस
साझा करें
