Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar
Risk Parity Radio
00:00
Considering an Advisor and Evaluating an RIA
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.
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Transcript
