Talk of The Villages Florida - View Single Post - How did you choose your financial advisor?
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Old 06-09-2024, 12:55 PM
Plinker Plinker is offline
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Quote:
Originally Posted by retiredguy123 View Post
I have never had a financial advisor because I never saw any value to what they do. To me, investing your money is a DIY project.
Agree.
I’ve been with the same guy for 37 years. He told me he would never charge an AUM fee, never misappropriate a dime, always work in my best interest and never offer me a free dinner. I check in with him every morning when I’m brushing my teeth.
Seriously, you can do this on your own. Fidelity and Vanguard are great choices. “Bogle on Mutual Funds” is a great read.
Over a lifetime, you could easily have hundreds of thousands of additional retirement assets.