4min chapter

The YNAB Podcast cover image

Ask Jesse: Tracking 401k in YNAB, Early Retirement Budgeting, Advisors, and More

The YNAB Podcast

CHAPTER

Do We Need a Financial Advisor?

Don't track your 401K in YNAB. Look for fee only advisors who will help you devise a plan and stick to the plan divorced from emotions that would harm you. Your CPA's job is to do your taxes based on good information out of YNAB, but they don't like it because it doesn't let them do one-click tax preparation.

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