6 Ways a Financial Advisor Can Add Value to Your Retirement
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6 Ways a Financial Advisor Can Add Value to Your Retirement
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About this listen
Is working with a financial advisor really worth it if they’re not “beating the market”? In this episode of Retirement With/On Purpose, host Trevor Lawson reframes the true value of a financial advisor—beyond just portfolio performance. Drawing from Vanguard’s Advisor Alpha framework, Trevor breaks down six key ways advisors can add measurable value, including proper asset allocation, cost-effective implementation, tax-efficient investing, and, perhaps most importantly, behavioral coaching. Whether you’re already retired or planning for it, tune in to discover how a trusted advisor can help you stay focused, disciplined, and financially confident through every market cycle.
Read more about Vanguard's Advisor's Alpha here.
For more information and resources, visit Trevor-Lawson.com.
Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.