Episode 33: The Value of an Advisor
Podcast Host: Andrew Matuzak, CPA, PFS
Speaker: Peter Bender, CPA, CFP®, Matthew Cash, CFP®
According to the 2024 Value of an Advisor study by Russell Investments, investors who work with financial advisors can see a value-added benefit of up to 5% annually compared to a do-it-yourself approach. Having a financial advisor by your side can make all the difference in reaching your goals.
In the latest episode of the Everyday Business podcast, hosts Andrew Matuzak, Pete Bender, and Matt Cash explore the crucial role financial advisors play at every stage of your financial planning journey. Tune in for an insightful discussion on the impact of working with a financial advisor and how their expertise can help you achieve lasting success.
Key topics covered in this episode:
- Financial Planning: Creating a personalized roadmap to achieve your financial goals, with knowledgeable guidance to navigate life’s changes.
- Consolidation: The benefits of streamlining accounts for a clear and comprehensive view of your financial health.
- Behavioral Coaching: How advisors provide support to make informed, confident decisions.
- Tax Planning: Maximizing the value of a tax-efficient approach to your finances.
- Investment Allocation: Aligning portfolios with your goals and risk tolerance while incorporating strategies to mitigate risk.
- Estate Planning: Managing estate tax exposure, updating wills and trusts, and ensuring beneficiary designations are current.
Yeo & Yeo’s Everyday Business podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
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At Yeo & Yeo Wealth Management, our team of experienced advisors takes a holistic approach to your financial well-being. From investment management to tax planning and risk mitigation, we’re here to partner with you on your financial journey. Contact us today to start planning for your success.
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DISCLAIMER
The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.