How to Find A Good Financial Advisor | Live Q&A

I'll begin by sharing the steps I've taken to find a good financial advisor. Then I'll answer your questions.

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*Financial tools I use:*

*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://robberger.com/empower

*My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:*
https://robberger.com/new-retirement

*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://robberger.com/capitalize

*My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:*
https://robberger.com/tiller

*We save and invest our credit card rewards. Here are some of my favorite credit cards:*
https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools

*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA

Timestamps

0:00 - Introduction
1:04 - How to Find a Good Financial Advisor
7:38 - Slow Horses
9:01 - Tax expert for Q&A
11:20 - Paul Merriman's portfolio
15:45 - Is this a good time to invest in S&P 500
17:34 - Poll/Fee for Boldin
21:26 - Moving short-term cash
25:10 - iShares AOA
30:52 - Treasury ETF
31:45 - Advisors who recommend fixed annuities
35:50 - Vanguard Cash Management Account
38:22 - Bob Brinker
40:47 - Sequence of returns risk
41:59 - Inherited mutual funds
43:24 - Tax attorney
44:22 - BRKB
46:33 - TIPS ladder
47:33 - Empower's Monte Carlo situation
52:36 - 50/50 portfolio
55:31 - New Retirement vs Right Capital
59:41 - Lazy investing in a safety bucket
1:03:02 - Fee only advisor
1:06:02 - Money market funds breaking the buck
1:08:27 - My back/Exercise
1:11:51 - Treasury bonds
1:16:24 - Where to pull money from for retirement portfolio
1:02:57 - SPAXX expense ratio
1:22:31 - Portfolio Visualizer stocks/bonds
1:26:42 - High yield dividend
1:28:28 - Health insurance before Medicare
1:29:57 - How to know when to sell stocks
1:31:06 - Will the election affect the markets
1:35:18 - Financial Freedom

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.