Retirement Elevated Podcast with Sean Lee

The True Value Of Working With A Financial Advisor

June 6, 2019

The View From The Pinnacle

Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.

Check out the full show notes:

Thing's You'll Learn Along Today's Journey

2:05 The true value of an advisor

  • Vanguard recently came out with a study about where and how an advisor should be adding value.
  • You can’t consistently outperform the market, but the advisor brings intangibles.
  • Advisors can bring up to a 3 percent value increase to a person’s portfolio according to this study.

3:52 How an advisor helps

  • Serving as an investment coach, minimizing taxes, and building portfolios are all things an advisor does.
  • True financial planning incorporates an income and investment strategy as well as a tax strategy.
  • Life changes, but having a forward looking tax plan can make a huge difference.

5:27 The strategy

  • Investments are the means to an end.
  • Figure out what your math problem is and how you want to solve that math problem.
  • Sean gives examples of funds that can be used inside a plan and tax strategies to consider.

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