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Talk of The Villages Florida (https://www.talkofthevillages.com/forums/)
-   The Villages, Florida, General Discussion (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/)
-   -   Financial retirement (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/financial-retirement-324568/)

CoachKandSportsguy 09-28-2021 02:16 PM
Quote:
Originally Posted by retiredguy123 (Post 2010160)
Having completed the CFP course training, I would point out that a Certified Financial Planner (CFP) is not limited to the areas of investments and retirement.
:bigbow::bigbow:

nice education!

CZN715 09-28-2021 05:41 PM
I agree 100%

Joe C. 09-28-2021 08:06 PM
Give Blackston Financial (on 466) a call. It will be worth your while. Ask for Travis and schedule a talk. He is a fiduciary, and I am totally satisfied with the results he has gotten for me. It never hurts to talk, and it costs you nothing but some of your time. I think you will find it informative and maybe even impressive.

dewilson58 09-29-2021 05:18 AM
I'll show you mine, if you show me yours.


Whatever piece of paper the advisor has hanging on the wall, show me your Net Worth and your investment portfolio.

Why listen to anyone who is not successful. I want to see wealth earned from investments. If an advisor is good, their unleveraged net worth should be $5mil or $10mil minimum.

Why talk to an advisor with a couple million dollar personal portfolio and an annual salary/commission of less than $100k???

:ho:

DAVES 09-29-2021 04:54 PM
Quote:
Originally Posted by dewilson58 (Post 2010324)
I'll show you mine, if you show me yours.


Whatever piece of paper the advisor has hanging on the wall, show me your Net Worth and your investment portfolio.

Why listen to anyone who is not successful. I want to see wealth earned from investments. If an advisor is good, their unleveraged net worth should be $5mil or $10mil minimum.

Why talk to an advisor with a couple million dollar personal portfolio and an annual salary/commission of less than $100k???

:ho:
My view, my experience, when it comes to money, people will never tell you the truth.
Many people actually do not know the truth. A home worth a million does not count as a million in your net worth when you owe 999999.99 on a mortgage.

Villageswimmer 09-29-2021 05:11 PM
Quote:
Originally Posted by l2ridehd (Post 2010039)
There are several very successful model portfolios out there that work very well. I like the Yale model but there are other very good one’s available. Use Vanguard, Schwab or Fidelity and only use their low cost index funds. The simplest one is to first use a tool to determine the best asset allocation based on your risk profile. Mine is 60/40. So I do 42% total stock market, 18% total international stock, 30% total bond and 10% total international bond with Vanguard. Re-balance to those % when they are off by 5%. Very easy, low cost, safe and low risk
+1. Wonder why there’s not a Bogleheads chapter in TV.

Packer Fan 09-30-2021 07:09 AM
I am an avowed do it yourselfer but I have run my plan by my Fidelity rep since it was free and he was actually quite helpful.

The problem with some advisors is they are either stocks or insurance (annuities) and may not give you a whole unbiased view like you need. Stock guys make money on percent of invested assets so they want you in the market. Insurance guys make money selling annuities and life insurance so they want you there.

Either way, it is easy to educate yourself. There are a lot of good podcasts and books. I would suggest if you want to read one good step by step guide read “ retirement planning guidebook” by Wade Pfau. He is excellent and lays it all out step by step. Balanced approach that makes sense. Then if you do get an advisor you are educated

LHawk1950 10-02-2021 02:21 PM
Quote:
Originally Posted by Henryfrakl (Post 2009739)
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
I encourage you to compare services / offerings from national firm(s) and then call or email 319 626 3580 timh@hawkinswealth.com


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