Ep. 52: Bobby is ready to pull the trigger…maybe

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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