About this episode
Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more: 3:53 Cost-Effective Implementation and Rebalancing 6:20 Financial Future and Advisor Second Opinions 7:16 Asset Location and Withdrawal Strategies 9:00 Hodgepodge-itis and Portfolio Simplification 11:57 The Vanguard Experience 14:30 The Importance of Seeking Advice Early 20:14 Backdoor Roth IRA Strategies 26:15 Hodgepodge-itis Treatment and Financial Future 28:57 Morningstar Ratings Debunked 31:51 Roth Conversions and Considerations 35:10 Evaluating Investment Fees at Wells Fargo 36:31 Simplifying Portfolios with TSP Learn more about your ad choices. Visit megaphone.fm/adchoices