Should I Move Funds Before Hiring an Advisor?
The Get Ready For The Future Show · GenWealth Financial Advisors
February 24, 202428m 53s
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Show Notes
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?
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Originally aired 2/21/2024