EPISODE · Mar 7, 2025 · 26 MIN
RBS 194: How to Hire A Financial Advisor (FQF)
from The Rob Berger Show · host Rob Berger
In today's Five Question Friday (FQF), we cover the following:1. Some thoughts on how to hire a financial advisor2. Whether to consider Medicare premiums in your Roth conversion analysis3. How Social Security should affect our asset allocation in retirement4. How variable income should affect how we invest5. Whether I sold U.S. stocks to buy International stocks this year.Resources mentioned in the video:Boldin: https://go.robberger.com/new-retireme...ProjectionLab: https://go.robberger.com/projectionla...List of Low Cost Advisors: https://robberger.com/low-cost-financ...My newsletter signup: https://robberger.com/newsletter/Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...
Embed this episode
NOW PLAYING
RBS 194: How to Hire A Financial Advisor (FQF)
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.