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5 Ways An Advisor Can Change Your Retirement

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... In this video, I explain five ways a financial advisor can make a difference in your early retirement. Most people don’t need an advisor, but the right one can add much value to their lives. I will explain how an advisor can act as a coach, helping them avoid costly mistakes. Most importantly, having an advisor gives you peace of mind. You don’t have to constantly worry about your finances and can truly enjoy your retirement. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:20 - The Role of a Financial Advisor 03:50 - When Not to Hire an Advisor 06:00 - 5 Reasons to Hire a Financial Advisor 06:30 - Reason 1: Financial Coach 09:20 - Reason 2: Wealth Management Strategy 11:45 - Reason 3: Estate Planning 13:05 - Reason 4: Cognitive Decline Preparation 14:15 - Reason 5: Peace of Mind 15:30 - Conclusion –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.