EPISODE · Oct 2, 2025 · 21 MIN
When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87
from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning
Welcome to episode 87 of Accessible Finance for Retirement with Eric and Rachael Johns. In this episode, we address listener questions covering crucial topics like the right time to hire a financial advisor, effective management of 401Ks and Roth IRAs, and navigating required minimum distributions (RMDs). Additionally, we discuss the timing of IRA rollovers and estimated tax payments. Gain expert insights into financial planning for retirement, including comprehensive advice on managing your investments and planning your decumulation strategy.
What this episode covers
Welcome to episode 87 of Accessible Finance for Retirement with Eric and Rachael Johns. In this episode, we address listener questions covering crucial topics like the right time to hire a financial advisor, effective management of 401Ks and Roth IRAs, and navigating required minimum distributions (RMDs). Additionally, we discuss the timing of IRA rollovers and estimated tax payments. Gain expert insights into financial planning for retirement, including comprehensive advice on managing your investments and planning your decumulation strategy.
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When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87
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