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re: Self-directed retirement

Posted on 3/2/24 at 4:28 pm to
Posted by RoyalWe
Prairieville, LA
Member since Mar 2018
3310 posts
Posted on 3/2/24 at 4:28 pm to
quote:

depending on how much is being managed?
AUM Financial Advisors are the Real Estate Agents of investing. Paying a percentage is criminal.

As far as the OP goes, find a for-fee-only advisor if you want to get confirmation your initial planning is good while you buy yourself time to get educated. There's a lot of free information out there (Bogleheads comes to mind, even though I don't follow their methods). Switching from growing your assets to producing income is a significant change. There are a lot of options, but it depends on how much risk you're willing to take.
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