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Old 10-26-2020 | 04:57 AM
  #19  
herewego
Gets Weekends Off
 
Joined: May 2019
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Look for a fee only advisor. They can have some things to talk to you about that you hadn't thought of, and can see if your portfolio has overlap you don't realize. While you may think you're diversified, many funds own the same stocks so the advisors can find that through software that I don't think is available to joe public.
I have interviewed a few and each has given me some new perspectives, but none have blown me away to get my permanent business.
I'm looking for someone who can dig deep for a tax smart balance of Roth, traditional and how and when to mix social security into the plan
I certainly don't think giving them access to my assets to trade is a good idea.
lots of advertising for annuities that give high commissions to the broker, but stack the cards against the buyer. IMHO stay away from anyone who pushes those on you.
If you enjoy listening to an uber liberal atheist Trump basher let me reccomend the Phil Ferguson podcast. If you can't filter all the atheistic liberal trump bashing try to listen to just the investment portion of his podcast.

Last edited by herewego; 10-26-2020 at 05:28 AM.
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