The Value of Good Advice

Written By Don McDonald

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


Don McDonald
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