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031 - Should I Leave My Financial Advisor for Vanguard? episode artwork

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 

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...

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031 - Should I Leave My Financial Advisor for Vanguard?

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Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 29 minutes long.

When was this Real Personal Finance episode published?

This episode was published on January 22, 2020.

What is this episode about?

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 ...

Can I download this Real Personal Finance episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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