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Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?
Episode 33
Published 11 months, 2 weeks ago
Description
Tobi is considering rolling-over her 401(k) and hiring a CFP to manage her investments—but is the 1% management fee worth it?
In this episode, Scott & Andriy break-down the pros & cons of working with a financial advisor, discuss alternative options, and explore how fees impact long-term wealth.
Whether you're weighing a similar decision or just curious about investment management strategies, this episode will help you make a more informed choice.
Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
In this episode, Scott & Andriy break-down the pros & cons of working with a financial advisor, discuss alternative options, and explore how fees impact long-term wealth.
Whether you're weighing a similar decision or just curious about investment management strategies, this episode will help you make a more informed choice.
Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.