• Root Talks: What Does Vanguard Say About Financial Advisors?

  • Feb 6 2025
  • Length: 33 mins
  • Podcast

Root Talks: What Does Vanguard Say About Financial Advisors?

Listen for free

View show details

  • Summary

  • Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers.

    Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side.

    Not everyone needs one, but knowing when professional support can make a real difference? That’s the key.

    Submit your request to join James:
    On the Ready For Retirement podcast: Apply Here
    On a Retirement Makeover episode: Apply Here

    Timestamps:
    0:00 - Vanguard Advisor Alpha study
    1:50 - The claim and a story
    3:56 - Asset allocation
    7:40 - Cost-effective implementation
    9:10 - Rebalancing
    13:38 - Behavioral coaching
    18:35 - Asset location
    21:49 - Spending strategy/withdrawal order
    26:17 - Total return vs income investing
    27:48 - An advisor can increase your happiness

    Create Your Custom Strategy ⬇️


    Get Started Here.

    Join the new Root Collective HERE!
    Show more Show less
Show more Show less

What listeners say about Root Talks: What Does Vanguard Say About Financial Advisors?

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available