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WCI #279: Roth Options and Questions

White Coat Investor Podcast

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Financial Advice - Is This a Good Financial Advisor?

You have basically hired a commissioned sales agent masquerading as an adviser. Most likely, this adviser's not doing it deliberately. It's that they're ignorant. They don't know about index funds and the importance of keeping costs low. So step number one is to figure out what are you going to do going forward? And you have two good options. One is to get a real financial adviser that offers good advice at a fair price. The second option is to do what lots of white coat investors do, and that is manage your own money.

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