You have two types of money in your life: chunks of money and streams of money. What do you do with each? What are the options? How do you optimize each one? What about Qualified Money vs. Non-Qualified, After Tax money? In this episode I'll give you my thoughts after 12 years and reviewing over 1,000 financial plans.
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Firing your current Advisor, or downgrading them to only working as a subcontractor trying to grow all or a portion of your IN-Crease Accounts, does not need to be a difficult decision. They are either qualified to get you to and through retirement or they are not period. It doesn't matter whether the flaws in your current plan are innocent mistakes they made or purposeful deception.....all that matters is that you understand that this is business and you MUST not allow someone who is ignorant or someone who is immoral to handle your retirement planning. This podcast will help you know how to identify when to leave your current Advisor.
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