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businessMar 7, 202526:30pending

RBS 194: How to Hire A Financial Advisor (FQF)

About this episode

In today's Five Question Friday (FQF), we cover the following:

1. Some thoughts on how to hire a financial advisor
2. Whether to consider Medicare premiums in your Roth conversion analysis
3. How Social Security should affect our asset allocation in retirement
4. How variable income should affect how we invest
5. Whether I sold U.S. stocks to buy International stocks this year.

Resources mentioned in the video:

Boldin: https://go.robberger.com/new-retireme...
ProjectionLab: https://go.robberger.com/projectionla...
List of Low Cost Advisors: https://robberger.com/low-cost-financ...
My newsletter signup: https://robberger.com/newsletter/

Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

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RBS 194: How to Hire A Financial Advisor (FQF)

The Rob Berger Show

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