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This video discusses whether it's time to change your financial advisor.

We'll review the signs indicating it might be time for a change, from missing out on tax planning to understanding retirement nuances. We'll also learn how to evaluate your current advisor's performance, identify red flags, and approach the transition smoothly.

Whether you need more clarification about your current advisor or are just curious about optimizing your financial strategy, this video provides invaluable insights and actionable steps to ensure you get the best value and service.

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Time Stamp
00:00 Intro 
01:20 How to Decide Whether to Keep or Move on 
02:27 How To Approach the conversation to break up 
05:10 Ask the Right Questions to Evaluate 
06:50 Tax Planning is Important 
09:49 Understand Your Options When Considering Advisors
11:00 4 Important Options Along with Examples 
13:05 Consider Holistic planning 
18:00 Be transparent about the advisor’s fee structure 
19:20 Explaining With RealLife Example 
22:14 Do Advisors Add Value 
23:29 Conclusion/Summary 
26:02 How we work with our clients

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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...

Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

PODCAST https://earlyretirementpodcast.com/
INSTAGRAM   / earlyretirementari  
LINKEDIN   / aritaublieb  

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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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.

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⚠ "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.