Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

What is good retirement advice actually worth and how should retirees measure the value they receive from an advisor?

In this episode of Retiring Canada, we break down the four major ways financial advisors can add value beyond simply picking investments.

You will learn how personalized planning can improve retirement outcomes through financial planning, portfolio construction, tax strategies, behavioral coaching, and ongoing guidance. We also walk through two real world case studies that highlight how proper advice can improve retirement confidence, reduce taxes, optimize income, and help retirees make better long term decisions.

We also discuss why the true value of advice is often difficult to measure until it is experienced firsthand.

This episode is for retirees, pre-retirees, and DIY investors who want to better understand the role personalized advice can play in building a more successful retirement plan.

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EPISODE RESOURCES:
📊 Work with Michael: https://www.fundamentalwealth.ca/get-started

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

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🌐 Retiring Canada Website: https://www.retiringcanada.ca

📘 The Value of Personalized Advice (The Vanguard Group, Inc  - August 2022)