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Should I Move Funds Before Hiring an Advisor?

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Manage episode 402999819 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors 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.

My wife and I are looking to hire a financial advisor. Should we move around our investments first? How do you know when it's time to switch from Roth contributions to pre-tax? I have $2 million in savings, but how do I know if it's enough to maintain my lifestyle in retirement?

We're answering YOUR questions! And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!

Originally aired 2/21/2024

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 402999819 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors 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.

My wife and I are looking to hire a financial advisor. Should we move around our investments first? How do you know when it's time to switch from Roth contributions to pre-tax? I have $2 million in savings, but how do I know if it's enough to maintain my lifestyle in retirement?

We're answering YOUR questions! And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!

Originally aired 2/21/2024

  continue reading

300 episodes

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