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Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

FromStay Wealthy Retirement Podcast


Financial Advisors (Part 3): What Fees Do Financial Advisors Charge

FromStay Wealthy Retirement Podcast

ratings:
Length:
58 minutes
Released:
Jan 18, 2023
Format:
Podcast episode

Description

Today I’m sharing the different ways financial advisors charge for their services. In fact, there are FOUR main fee structures you might come across when interviewing advisors... ...and each one can be a disservice to someone. In this episode, I'm covering three important things: What are the four fee structures and their pros & cons Who is (and isn't) a good fit for each service model How much do financial advisors typically charge for their services I'm also sharing how retirement savers might think about measuring the value of financial advice. If you're ready for a deep dive into financial advisor fees, you're going to enjoy today's episode.  *** WANT MORE RETIREMENT & TAX PLANNING CONTENT? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter! EPISODE RESOURCES: ✏️  Grab the Episode Show Notes ?  Pre-Order the More Than Money Book ?  Get Your FREE Retirement & Tax Analysis
Released:
Jan 18, 2023
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.