The Retirement Nerds
The Retirement Nerds
Erik Soderborg
You Should Be Getting Much More Than Just Investment Advice For 1% with Zacc Call
1 hour 7 minutes Posted Jan 23, 2025 at 1:31 am.
Episode Intro
šŸš€ Warren Buffet Challenge
šŸ“ˆ Investment Funds
šŸ‘„ Financial Professional Designations
šŸ¤ Investments Only Advisor Value
šŸ’° How to find out advisor fees
šŸ› ļø If you are DIY
🧠 Vanguard Study on value of investment advisor
šŸ“Š Tier 1: Investment Management
šŸ’ø Tier 2: Income Planning
🪦 Tier 3: Tax, Insurance, Estate analysis
šŸ” Tier 4: Specialized planning categories
šŸ“‰ Losing your gains to advisor fees
šŸ‘Ø Advisor compensation structures
🚦 Understand the different types of advisor
0:00
1:07:06
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Show notes
If you enjoy hearing about how to keep your financial professionals honest, I recommend listening to my conversation with Zacc Call about the secrets to knowing which type of financial professional you are dealing with. (https://youtu.be/8uC1lgkZUWE)
Zacc's Podcast: The Financial Call:
https://www.thefinancialcall.com/guided-path
Reach out to me here:
[email protected]
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Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
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