Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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The Value of Good Advice
MP3•Episode home
Manage episode 419686652 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more:
- 3:53 Cost-Effective Implementation and Rebalancing
- 6:20 Financial Future and Advisor Second Opinions
- 7:16 Asset Location and Withdrawal Strategies
- 9:00 Hodgepodge-itis and Portfolio Simplification
- 11:57 The Vanguard Experience
- 14:30 The Importance of Seeking Advice Early
- 20:14 Backdoor Roth IRA Strategies
- 26:15 Hodgepodge-itis Treatment and Financial Future
- 28:57 Morningstar Ratings Debunked
- 31:51 Roth Conversions and Considerations
- 35:10 Evaluating Investment Fees at Wells Fargo
- 36:31 Simplifying Portfolios with TSP
Learn more about your ad choices. Visit megaphone.fm/adchoices
1565 episodes
MP3•Episode home
Manage episode 419686652 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more:
- 3:53 Cost-Effective Implementation and Rebalancing
- 6:20 Financial Future and Advisor Second Opinions
- 7:16 Asset Location and Withdrawal Strategies
- 9:00 Hodgepodge-itis and Portfolio Simplification
- 11:57 The Vanguard Experience
- 14:30 The Importance of Seeking Advice Early
- 20:14 Backdoor Roth IRA Strategies
- 26:15 Hodgepodge-itis Treatment and Financial Future
- 28:57 Morningstar Ratings Debunked
- 31:51 Roth Conversions and Considerations
- 35:10 Evaluating Investment Fees at Wells Fargo
- 36:31 Simplifying Portfolios with TSP
Learn more about your ad choices. Visit megaphone.fm/adchoices
1565 episodes
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