Jill on Money with Jill Schlesinger Are the Managerial Fees Worth It?
May 10, 2024
Exploring financial advisor compensation models, fiduciary standards, and retirement planning dilemmas. Navigating investment decisions, tax strategies for retirees, and managing retirement accounts. Learn about the benefits of partnering with a dedicated advisor for tailored wealth management strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Exploring Financial Advisor Compensation Models and Value of Services Provided
02:18 • 4min
Financial Advisor Fees, Fiduciary Standards, and Retirement Planning Dilemma
06:32 • 3min
Navigating Investment Decisions and Tax Strategies for Retirees
09:07 • 2min
Investment Strategies and Retirement Account Management
11:12 • 5min