Bobby’s main concerns, in his own words:
I’ve done what I believe is a good job saving for retirement with no debt and about $3 million Net Worth. ($2 million in 401K/IRA/pension). I’ve never used a planner mostly because I am appalled at fees and lousy advice, however I do need help navigating retirement, which is only 2 years away for me. There are a lot of choices for advisors I guess, but I have no real idea how to assess them and make the right choice for my future.
What we cover in this episode:
- How to choose a financial advisor
- Understanding the different types of fee structures
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