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...

What this episode covers

In today's Five Question Friday (FQF), we cover the following: 1. Some thoughts on how to hire a financial advisor 2. Whether to consider Medicare premiums in your Roth conversion analysis 3. How Social Security should affect our asset allocation in retirement 4. How variable income should affect how we invest 5. 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.robb...

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

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This episode is 26 minutes long.

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This episode was published on March 7, 2025.

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