Vanguard Proves Why Financial Advisors Matter – And What Most Get Wrong (Episode 31)

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/71/08/55/71085527-d637-8a49-47ac-07e94f1c12d3/mza_11088828656908823749.jpg/600x600bb.jpg

Wealth on the Move

Will Hoffman

63 episodes

5 days ago

Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

All content for Wealth on the Move is the property of Will Hoffman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business,

Entrepreneurship

Vanguard Proves Why Financial Advisors Matter – And What Most Get Wrong (Episode 31)

Wealth on the Move

41 minutes 44 seconds

3 months ago

Vanguard Proves Why Financial Advisors Matter – And What Most Get Wrong (Episode 31)

Summary: In this episode of Wealth on the Move, host Will Hoffman and director of financial planning Niko Rosso discuss the value that financial advisors bring to their clients, referencing a significant study by Vanguard. They explore various aspects of financial planning, including investment selection, asset location, tax efficiency, and the importance of behavioral coaching. The conversation emphasizes the evolving role of independent financial advisors in a changing financial landscape, highlighting the need for financial literacy and proactive planning.
Resources:

* Download the Vanguard Study HERE!

Takeaways:

* Vanguard’s study highlights the value of financial advisors.
* Investment selection can add significant alpha to portfolios.
* Behavioral coaching is crucial for client success.
* Understanding asset location can enhance tax efficiency.
* Tax loss harvesting can provide financial benefits.
* Budgeting is essential for financial discipline.
* Independent financial advisors are shaping the future of wealth management.
* Financial literacy is vital for effective money management.
* Proactive planning can mitigate financial risks.
* The evolving landscape of financial advising requires adaptability.

Connect with Will Hoffman:

Hoffman Wealth Management
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman
Facebook: Hoffman Wealth Management
YouTube: Hoffman Wealth Management
* Instagram: Hoffmanwealthmanagement

Connect with Niko Rosso:

Hoffman Wealth Management
(724) 522-5411
dominic@hoffmanwealth.com
LinkedIn: Dominic Rosso