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@theretirementnerds

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⏰ TIME CODES ⏰

0:00 Episode Intro

02:50 🚀 Warren Buffet Challenge

6:51 📈 Investment Funds

10:50 👥 Financial Professional Designations

13:58 🤝 Investments Only Advisor Value

17:43 💰 How to find out advisor fees

21:25 🛠️ If you are DIY

23:57 🧠 Vanguard Study on value of investment advisor

32:50 📊 Tier 1: Investment Management

33:48 💸 Tier 2: Income Planning

39:48 🪦 Tier 3: Tax, Insurance, Estate analysis

46:37 🔍 Tier 4: Specialized planning categories

51:50 📉 Losing your gains to advisor fees

56:42 👨 Advisor compensation structures

01:04:01 🚦 Understand the different types of advisor

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.

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