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