Radio Show #39: The Advisor Advantage – Why Guidance Matters in Retirement
Is working with a financial advisor really worth it? For many do-it-yourself investors, the idea of paying for advice can feel unnecessary until retirement approaches and the stakes get higher. In this episode, Scott and Shawn dive into the real value that an advisor can bring, drawing on industry research like Vanguard’s “Advisor Alpha” study and their own years of experience.
You’ll hear why an advisor’s role goes far beyond picking investments, from helping you avoid panic-selling during downturns to guiding tax strategies, managing healthcare costs, and ensuring reliable income in retirement. Scott and Shawn also explain how advisors can save you time, reduce stress, and even help your family prepare for the future. Don’t just ask what an advisor costs, but ask what it costs not to have one.
Here’s some of what we discuss in this episode:
📈 The Vanguard study proving advisor value
🧠 How behavioral coaching prevents costly mistakes
💸 Smart tax moves like Roth conversions
🩺 Planning ahead for healthcare and long-term care
⏳ Saving time and reducing retirement stress
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
