In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the real value that financial advisors bring to the table - beyond just investment returns. Drawing insights from the latest Vanguard, Morningstar, and Michael Kitces studies, Darryl unpacks how advisors help clients navigate investment strategies, manage emotions, and create long-term financial sustainability. Key highlights of the episode include: • How financial advisors add measurable value beyond their fees, as confirmed by industry research. • The importance of collaboration between advisors and clients to maximize returns and long-term financial stability. • The dangers of chasing investment trends and why a slow, steady approach often wins the race. • Why strategic rebalancing and tax-efficient investing can lead to better financial outcomes. • How a well-structured portfolio - including core investments and satellite strategies - can balance risk and opportunity. A strong advisor-client relationship isn't just about numbers, it's about making informed, disciplined financial choices that align with your future goals. Whether it's avoiding costly mistakes, reducing tax burdens, or ensuring a lasting legacy, the right financial strategy can make all the difference. For more insights and to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. If you found this episode valuable, share it with someone who could benefit! Resources: Putting a value on your value: Quantifying Vanguard Advisor's Alpha dont-miss-best-days.pdf

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