You Should Be Getting Much More Than Just Investment Advice For 1% with Zacc Call

If you enjoy hearing about how to keep your financial professionals honest, I recommend listening to my conversation with Zacc Call about the secrets to knowing which type of financial professional you are dealing with. (https://youtu.be/8uC1lgkZUWE) Zacc's Podcast: The Financial Call: https://www.thefinancialcall.com/guided-path Reach out to me here: [email protected] Subscribe to the Channel @theretirementnerds Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsletter/ ⏰ TIME CODES ⏰ 0:00 Episode Intro 02:50 🚀 Warren Buffet Challenge 6:51 📈 Investment Funds 10:50 👥 Financial Professional Designations 13:58 🤝 Investments Only Advisor Value 17:43 💰 How to find out advisor fees 21:25 🛠️ If you are DIY 23:57 🧠 Vanguard Study on value of investment advisor 32:50 📊 Tier 1: Investment Management 33:48 💸 Tier 2: Income Planning 39:48 🪦 Tier 3: Tax, Insurance, Estate analysis 46:37 🔍 Tier 4: Specialized planning categories 51:50 📉 Losing your gains to advisor fees 56:42 👨 Advisor compensation structures 01:04:01 🚦 Understand the different types of advisor ============================= #finance #financialadvisor #theretirementnerds Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Disclosure: This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Follow the Nerds: TikTok: https://www.tiktok.com/@retirementnerds Instagram: https://www.instagram.com/retirementnerds/ Linkedin: https://www.linkedin.com/in/eriksoderborg/