Working with a financial advisor is a big decision and you want to ensure they check all the boxes for what you are looking for.

Video referenced about our process →[ Ссылка ]

*Sorry about the audio issue during this video!

Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

Interested in a custom strategy to retire early? →
[ Ссылка ]

Timestamps:
00:00 - Introduction
00:35 - Fiduciary/CFP/etc.
1:30 - Don't JUST Hire A Fiduciary
3:00 - How Does The Advisor Get PAID?
4:05 - Vanguard/Fidelity/etc.
5:32 - Removing Conflicts Of Interest
7:35 - Custodians (Understanding The Difference)
7:50 - Investment Philosophy
8:50 - VALUE over all
10:38 - Risk Tolerance/Cookie-Cutter
12:13 - Communication Cadence
13:28 - Who Would Be MY Advisor?
13:45 - WHO IS LEWIS?!?!
15:05 - Reviews Of Current Clients
16:40 - PLEASE ASK THIS QUESTION!!
17:45 - Interview MANY Advisors
18:14 - Would You Actually Be Excited To Meet With Us?

eBook: The Complete Guide To An Early Retirement (FREE)→
[ Ссылка ]

eBook: The Complete Guide To Health Insurance (FREE)→
[ Ссылка ]

Early Retirement Expense Calculator (FREE) → [ Ссылка ]

PODCAST - [ Ссылка ]
INSTAGRAM - [ Ссылка ]
LINKEDIN - [ Ссылка ]

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.

⭐ Please comment below when you're planning to retire and what you are most excited to start spending more time on when you retire ⭐

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