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Content provided by Jason Gillikin and Trevor Lawson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Gillikin and Trevor Lawson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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6 Ways a Financial Advisor Can Add Value to Your Retirement

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Manage episode 480735619 series 3638237
Content provided by Jason Gillikin and Trevor Lawson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Gillikin and Trevor Lawson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Is working with a financial advisor really worth it if they’re not “beating the market”? In this episode of Retirement With/On Purpose, host Trevor Lawson reframes the true value of a financial advisor—beyond just portfolio performance. Drawing from Vanguard’s Advisor Alpha framework, Trevor breaks down six key ways advisors can add measurable value, including proper asset allocation, cost-effective implementation, tax-efficient investing, and, perhaps most importantly, behavioral coaching. Whether you’re already retired or planning for it, tune in to discover how a trusted advisor can help you stay focused, disciplined, and financially confident through every market cycle.

Read more about Vanguard's Advisor's Alpha here.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 480735619 series 3638237
Content provided by Jason Gillikin and Trevor Lawson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Gillikin and Trevor Lawson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Is working with a financial advisor really worth it if they’re not “beating the market”? In this episode of Retirement With/On Purpose, host Trevor Lawson reframes the true value of a financial advisor—beyond just portfolio performance. Drawing from Vanguard’s Advisor Alpha framework, Trevor breaks down six key ways advisors can add measurable value, including proper asset allocation, cost-effective implementation, tax-efficient investing, and, perhaps most importantly, behavioral coaching. Whether you’re already retired or planning for it, tune in to discover how a trusted advisor can help you stay focused, disciplined, and financially confident through every market cycle.

Read more about Vanguard's Advisor's Alpha here.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

  continue reading

17 episodes

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