A listener named Matt seeks advice on whether to go with a financial advisor. He shares his situation and concerns about recommendations, and the host suggests evaluating a registered investment advisor (RIA) instead of giving a direct answer.
In this episode we answer emails from Kyle, Blake and Matt. We discuss investing in a 457 plan with a self-directed option, Blake's gambling problem -- err, very interesting leveraged portfolio, and how to evaluate RIAs through their SEC filings as applied to Lido.