Skimping on Consultation Fees Costs the Most
[Today's Broadcast]
I talked about the theme, "Skimping on consultation fees costs the most."
When you skimp on consultation fees for experts because you think it's a "waste," you end up paying many times more later in the form of missed tax savings or high-commission products sold to you—that's what I'm talking about today.
・Why "free financial planning consultations" are free (cases where they don't charge a fee but instead rely on commissions from recommended products)
・How choosing a tax accountant solely based on "cheap bookkeeping services" can cause you to miss out on tax savings that could have been recovered through their advice
・The difference between "visible tax savings" like iDeCo or small business mutual aid, and "tax savings that require proposals" like rent proration or expense judgment
・Tips for consulting with AI "strictly" as an intermediate measure (conveying the situation specifically + cross-referencing with recommendations like Vanguard)
From the perspective of someone with 15 years of experience in insurance sales, I talk about this while also considering the structure of the industry.
If you want to learn how to distinguish between where to skimp and where to spend money, please listen until the end.
[Self-Introduction]
I am Hanatsubure Paguo (Pagu-o).
I deliver daily broadcasts from the perspective of someone who retired at 40, sharing familiar and insightful money tips that financial institutions and people around you won't tell you.
The vision of this channel is "to help as many people as possible live a life without money troubles."
I deliver information on the new NISA, global stock index investing, fixed cost reduction, tax savings, and AI utilization in a way that is not difficult, not pushy, but hits the core.
*The foundation of my asset formation was learned from the philosophy of Ryo-gakucho (Liberal Arts University).
Paguo is a supporting member of LibeCity.
#ConsultationFees #TaxSavings #HowToChooseATaxAccountant #FPConsultation #TrapOfFreeConsultations #FixedCostReduction #InsuranceReview #AIUtilization #SoleProprietor #NewNISA #DailyBroadcast #LibeCity
📝 The blog post and note article for this episode will be released soon (I will repost them here in 4-5 days)
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