#205 Do You Need a Financial Advisor?

Not everyone needs to pay top-dollar for financial advice. Some may be better off paying for a plan, which they execute themselves. Others may want to use services like those offered by our guest Mitch Tuchman (ENCORE BROADCAST!), founder of MarketRiders.com and ReBalance-IRA.com.

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Ross is nearing retirement and thinks that he may need some help managing his $1.5 million nest egg. After interviewing a number of fiduciary advisors (these are the professionals who must put your interests first), he is having a hard time determining which one is best for him. The answer may surprise you.

Bryce and his wife are weighing different options for an upcoming renovation; Marty has an extra $10K (or so he thinks!) to invest; and Judy is wondering how to boost the income on her CD.

If you think that your personal data may have been accessed in the Anthem Health data breach, check out this post: Anthem Data Breach: How to Guard Against Identity Theft.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio ShowMark Talercio#205 Do you Need a Financial Advisor, Anthem Data Breach, Anthem Health, Financial Advice, investing, MarketRiders, Mitch Tuchman, RebalanceIRA, retirement planning, Roth IRA