

We Each Hired a Flat Fee Financial Advisor. Was it Worth It?
14 snips Jun 19, 2022
Eric and Jason, who both hired a flat fee financial advisor for $1,000, share their intriguing experiences. They discuss the benefits of the fee-for-service model versus traditional methods. The duo dives into key topics like personalized financial strategies, navigating complex investment decisions, and optimizing retirement savings for small business owners. They also reflect on investment strategies, the significance of targeted questions during consultations, and the impact of professional advice on achieving financial goals. Is this approach right for you? Tune in to find out!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Financial Advisory: Insights and Experiences
01:36 • 16min
Navigating Financial Decisions
17:44 • 18min
Maximizing Retirement Savings for Small Business Owners
35:14 • 2min
Exploring Financial Strategies and Buffer Assets
37:17 • 2min
Investing in I Bonds and Navigating 457 Plan Challenges
39:22 • 3min
Navigating Financial Consultations
42:16 • 8min
Investment Strategies and Decisions in Financial Planning
50:06 • 2min
Navigating Financial Mileposts
52:29 • 15min