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What do Joe and Big Al think of the “Buy, Borrow, Die” strategy of the uber-wealthy, and how could it work on a smaller scale? Plus, stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account given ordinary income tax vs. capital gains tax, and minimizing the tax when a trust is the beneficiary on a thrift savings plan (TSP). Also, how to estimate Social Security benefits with a future salary of $0, and why delay Social Security to age 70 if you don’t need the money? Finally, is it bad etiquette to “ghost” an advisor? Should you hire a financial advisor near you?
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Do you need a CERTIFIED FINANCIAL PLANNER™ professional? Is a financial advisor worth hiring? What does a fee-only fiduciary actually do, anyway? We get variations on these questions frequently, and now you can listen to Joe & Big Al’s answers from 2016 to the present, all in a single episode. Plus, how to measure CERTIFIED FINANCIAL PLANNER™ Professional performance, and when it’s time to part ways with your financial planner.
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There has been a lot of talk in the past few years about “fiduciary duty.” Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what it means to be held to the fiduciary standard, and why it’s important to work with a fiduciary when it comes to financial planning. Transcript: One of the […]
What should you expect from your financial advisor? What does a financial advisor do on a daily basis? What should you look for before you hire a financial planner, and is it worth it to hire a financial advisor in the first place? Robert McCullock, CFP® of Pure Financial Advisors explains the role a financial […]
