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What’s the Value of an Advisor?
On today’s episode of the podcast, Brian talks through the different ways an advisor can help guide you through your plan. Are you getting the advice and strategy you deserve? What kind of fees should you expect?
Read more and get additional financial resources here: https://financialplanningva.com/podcast/whats-the-value-of-an-advisor/
What we discuss on this episode:
0:12 - New publication requires RMDs with inherited IRAs.
4:56 - What can you get out of an advisor meeting?
6:10 - What are the fees?
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By Brian Bowen
5
22 ratings
On today’s episode of the podcast, Brian talks through the different ways an advisor can help guide you through your plan. Are you getting the advice and strategy you deserve? What kind of fees should you expect?
Read more and get additional financial resources here: https://financialplanningva.com/podcast/whats-the-value-of-an-advisor/
What we discuss on this episode:
0:12 - New publication requires RMDs with inherited IRAs.
4:56 - What can you get out of an advisor meeting?
6:10 - What are the fees?
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