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Content provided by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 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.
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Do You Know How Much You Are Paying Your Advisor?

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Manage episode 445127990 series 2973839
Content provided by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 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.

There are many reasons to work with an advisor and I want to ensure you are getting value for it!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

  continue reading

Chapters

1. Transparency in Advisor Fees (00:00:00)

2. Advisor Fee Transparency and Justification (00:04:17)

3. Understanding All-in Advisor Fees (00:08:26)

4. Engagement and Disclaimer Reminder (00:21:33)

209 episodes

Artwork
iconShare
 
Manage episode 445127990 series 2973839
Content provided by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 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.

There are many reasons to work with an advisor and I want to ensure you are getting value for it!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

  continue reading

Chapters

1. Transparency in Advisor Fees (00:00:00)

2. Advisor Fee Transparency and Justification (00:04:17)

3. Understanding All-in Advisor Fees (00:08:26)

4. Engagement and Disclaimer Reminder (00:21:33)

209 episodes

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