Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole 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://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Root Talks: What Does Vanguard Say About Financial Advisors?

32:46
 
Share
 

Manage episode 465233364 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole 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://podcastplayer.com/legal.

Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers.
Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side.
Not everyone needs one, but knowing when professional support can make a real difference? That’s the key.

Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here

Timestamps:
0:00 - Vanguard Advisor Alpha study
1:50 - The claim and a story
3:56 - Asset allocation
7:40 - Cost-effective implementation
9:10 - Rebalancing
13:38 - Behavioral coaching
18:35 - Asset location
21:49 - Spending strategy/withdrawal order
26:17 - Total return vs income investing
27:48 - An advisor can increase your happiness

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

  continue reading

Chapters

1. Maximizing Advisor Alpha Study With Vanguard (00:00:00)

2. Importance of Rebalancing and Behavioral Coaching (00:10:08)

3. Investment Behavior and Asset Optimization (00:14:25)

4. Retirement Withdrawal Strategies and Financial Happiness (00:22:21)

5. Financial Planning Podcast Disclaimer (00:31:46)

285 episodes

Artwork
iconShare
 
Manage episode 465233364 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole 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://podcastplayer.com/legal.

Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers.
Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side.
Not everyone needs one, but knowing when professional support can make a real difference? That’s the key.

Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here

Timestamps:
0:00 - Vanguard Advisor Alpha study
1:50 - The claim and a story
3:56 - Asset allocation
7:40 - Cost-effective implementation
9:10 - Rebalancing
13:38 - Behavioral coaching
18:35 - Asset location
21:49 - Spending strategy/withdrawal order
26:17 - Total return vs income investing
27:48 - An advisor can increase your happiness

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

  continue reading

Chapters

1. Maximizing Advisor Alpha Study With Vanguard (00:00:00)

2. Importance of Rebalancing and Behavioral Coaching (00:10:08)

3. Investment Behavior and Asset Optimization (00:14:25)

4. Retirement Withdrawal Strategies and Financial Happiness (00:22:21)

5. Financial Planning Podcast Disclaimer (00:31:46)

285 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play