Meet Bobby
Age: 60
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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Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s a USA TODAY columnist, author of ten books, and is the host of the popular radio show and podcast, The Pete the Planner Show. Pete is considered one of the foremost experts on financial wellness in the world, but he’s just as likely to talk your ear off about bass fishing.