Not all financial advisors have your best interests in mind.
In this video, we expose some of the most concerning practices in the financial industry. You'll see real-life examples of misleading retirement advice, tax strategies that are used to justify excessive fees, and the fear tactics some advisors use to push clients into working longer than necessary.
Retirement planning should be about living on your terms, enjoying the freedom to spend how you want, and pursuing your dreams. A trusted advisor should be a partner in helping you spend more time living the life you've worked for.
Discover how to identify red flags, avoid costly mistakes, and take control of the financial future.
Watch now and take the first step toward securing the retirement you deserve.
–––––––––––––––––––––––––––––– Time Stamp 00:00 Introduction 00:42 When Should You Work with an Advisor? 02:18 Case Study: A Couple’s Retirement Plan 03:50 Unethical Advice Advisors Can Give 06:58 What Is the Value of Financial Advising? 09:00 Why Optimizing Taxes Isn’t Always the Answer 11:05 Retirement Planning Should Be About Lifestyle, Not Just Numbers 13:50 The Real Value of a Financial Advisor 17:30 A Powerful Story That Changed My Perspective 20:08 Disclaimer –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
