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Root Talks: What Does Vanguard Say About Financial Advisors?

EPISODE · Feb 6, 2025 · 32 MIN

Root Talks: What Does Vanguard Say About Financial Advisors?

from Ready For Retirement · host James Conole, CFP®

Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers.Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side.Not everyone needs one, but knowing when professional support can make a real difference? That’s the key.Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply Here Timestamps:0:00 - Vanguard Advisor Alpha study1:50 - The claim and a story3:56 - Asset allocation7:40 - Cost-effective implementation9:10 - Rebalancing13:38 - Behavioral coaching18:35 - Asset location21:49 - Spending strategy/withdrawal order26:17 - Total return vs income investing27:48 - An advisor can increase your happinessCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

What this episode covers

Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers. Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side. Not everyone needs one, but...

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Frequently Asked Questions

How long is this episode of Ready For Retirement?

This episode is 32 minutes long.

When was this Ready For Retirement episode published?

This episode was published on February 6, 2025.

What is this episode about?

Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers.Ari and James break down...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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