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Are you paying a financial advisor 1% and wondering if it's actually worth it? In this video, Joe breaks down 10 clear reasons you should NOT pay an advisor 1%. These are the most common red flags we see when people come to us after years of missed opportunities, poor communication, and incomplete planning. If your advisor only manages investments, avoids tax planning, or leaves you doing the heavy lifting, this video is for you.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/personal-finance/is-your-financial-adviser-doing-a-good-job-for-you
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
Are you paying a financial advisor 1% and wondering if it's actually worth it? In this video, Joe breaks down 10 clear reasons you should NOT pay an advisor 1%. These are the most common red flags we see when people come to us after years of missed opportunities, poor communication, and incomplete planning. If your advisor only manages investments, avoids tax planning, or leaves you doing the heavy lifting, this video is for you.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/personal-finance/is-your-financial-adviser-doing-a-good-job-for-you
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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