EPISODE · Jan 22, 2020 · 29 MIN
031 - Should I Leave My Financial Advisor for Vanguard?
from Real Personal Finance · host Scott Frank and James Conole
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 Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
Embed this episode
What this episode covers
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 ad...
Ready to play
031 - Should I Leave My Financial Advisor for Vanguard?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.