Should I Move Funds Before Hiring an Advisor?
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