031 – Should I Leave My Financial Advisor for Vanguard?
On this week’s episode: Should I leave my financial advisor?
- What are your options?
- What we believe a great financial should do: The 4 C’s
- There is a spectrum of advice …. what is right for you?
- Don’t overpay for the level of advice you want
- Ex: Pay 1% of investment management when you can get investment management for .25%
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