Retirement With/On Purpose

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.

What is Retirement With/On Purpose?

A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet.

*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.