8/25/17:  The Value Of Financial Advice episode artwork

EPISODE · Sep 5, 2017 · 19 MIN

8/25/17: The Value Of Financial Advice

from Plan For Life Now · host Capitol Retirement Strategies

In this week’s episode Dave and Steve discuss the value of a financial advisor. How do you quantify the benefit of working with an advisor? In the latest study from Russell Investments, the effects of rebalancing, behavioral management, financial planning and tax management are all examined.

In this week’s episode Dave and Steve discuss the value of a financial advisor. How do you quantify the benefit of working with an advisor? In the latest study from Russell Investments, the effects of rebalancing, behavioral management, financial planning and tax management are all examined.

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8/25/17: The Value Of Financial Advice

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This episode was published on September 5, 2017.

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In this week’s episode Dave and Steve discuss the value of a financial advisor. How do you quantify the benefit of working with an advisor? In the latest study from Russell Investments, the effects of rebalancing, behavioral management, financial...

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