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

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Manage episode 123222322 series 67229
Content provided by Pete the Planner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete the Planner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Subscribe on iTunes | Subscribe on Stitcher

Want to be a guest on the Ask Pete the Planner podcast? Apply Here.

The post Ep. 52: Bobby is ready to pull the trigger…maybe appeared first on Pete the Planner.

  continue reading

100 episodes

Artwork
iconShare
 

Archived series ("HTTP Redirect" status)

Replaced by: petetheplanner.com

When? This feed was archived on September 13, 2016 17:55 (8y ago). Last successful fetch was on September 13, 2016 09:07 (8y ago)

Why? HTTP Redirect status. The feed permanently redirected to another series.

What now? If you were subscribed to this series when it was replaced, you will now be subscribed to the replacement series. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 123222322 series 67229
Content provided by Pete the Planner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete the Planner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Subscribe on iTunes | Subscribe on Stitcher

Want to be a guest on the Ask Pete the Planner podcast? Apply Here.

The post Ep. 52: Bobby is ready to pull the trigger…maybe appeared first on Pete the Planner.

  continue reading

100 episodes

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