RBS 194: How to Hire A Financial Advisor (FQF) episode artwork

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...

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RBS 194: How to Hire A Financial Advisor (FQF)

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