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コンテンツは Peak Financial Planning and Eric Amzalag によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Peak Financial Planning and Eric Amzalag またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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How Much Should I Pay My Advisor? 1% vs Fee Only

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Manage episode 439375581 series 3574017
コンテンツは Peak Financial Planning and Eric Amzalag によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Peak Financial Planning and Eric Amzalag またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

In today’s video I’m going to do my best to address what might be the most frequently asked question when hiring a financial advisor - how much should I pay?

I am a Certified Financial Planner and Owner of an Independent Financial Planning Firm, and every year, we help retirees build robust retirement plans that match their life goals.

Despite the fact that I myself AM a financial advisor, and therefore am undoubtedly biased in this evaluation,

I believe there are many routes to financial and retirement success - and many of those routes DO NOT require hiring a paid, professional financial advisor.

But if you are in the position where you may want the help of a paid professional, it can be a truly daunting task to understand if you’re getting the value that you are paying for.

In this video not only are we going to walk through how to identify whether or not you should hire a professional paid financial advisor, we are also going to compare and explain the different fee structures within which financial advice can be obtained.

If you found this episode helpful, subscribe so you don't miss any future episodes.

Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.

Eric Amzalag, CFP®, RICP®

_ _

Want help with your Retirement Plan?

Schedule a free consultation

Email me: Eric@thepeakfp.com

Visit my Youtube Channel

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

12 つのエピソード

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Manage episode 439375581 series 3574017
コンテンツは Peak Financial Planning and Eric Amzalag によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Peak Financial Planning and Eric Amzalag またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

In today’s video I’m going to do my best to address what might be the most frequently asked question when hiring a financial advisor - how much should I pay?

I am a Certified Financial Planner and Owner of an Independent Financial Planning Firm, and every year, we help retirees build robust retirement plans that match their life goals.

Despite the fact that I myself AM a financial advisor, and therefore am undoubtedly biased in this evaluation,

I believe there are many routes to financial and retirement success - and many of those routes DO NOT require hiring a paid, professional financial advisor.

But if you are in the position where you may want the help of a paid professional, it can be a truly daunting task to understand if you’re getting the value that you are paying for.

In this video not only are we going to walk through how to identify whether or not you should hire a professional paid financial advisor, we are also going to compare and explain the different fee structures within which financial advice can be obtained.

If you found this episode helpful, subscribe so you don't miss any future episodes.

Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.

Eric Amzalag, CFP®, RICP®

_ _

Want help with your Retirement Plan?

Schedule a free consultation

Email me: Eric@thepeakfp.com

Visit my Youtube Channel

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

12 つのエピソード

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