The risk premium for most people to go stock chasing versus investing in an index and spending time in their unique talent is high. If he leans into that with the same amount of effort, I would imagine that that's higher ROI. A good advisor is somebody who makes you smarter and makes sure that you don't step in bad decisions but you can't abdicate.
#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.
Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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