Coasting In Retirement with Josh Null

Episode 19: Should I Manage My Own Money?


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Today your host Josh and co-host Michelle discuss, should you be managing your own money & the Value of having a financial advisor.

Takeaways

  • Fidelity recently advertised low-cost index funds at just 15 bips
  • having huge losses in your portfolio can and will have a huge impact on your retirement dreams
  • Risk of someone investing for you vs where you are ignoring the VALUE of having an experienced financial professional help you because you were too focused on the cost
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Coasting In Retirement with Josh NullBy Josh Null