Episode 15: Mailbag - Should You Trust a Robo Advisor?

 
 

In this episode we walk through questions we often hear from members or people who reach out to us through email.

Listen through this episode to hear the answer to some common questions.

If you have questions you can always reach out at hello@brindleandbay.com.

For more information visit us at www.brindleandbay.com


[1:47] – I feel like I have more than enough. Should I start giving money away now to my kids and grandkids?

[3:07] – Investing for retirement seems fairly simple to me? Why not invest into dividend paying stocks and live off the interest?

[4:43] – I’m in my late 40’s and thinking about getting married. He is almost 60. Can this work financially while he is retired, and I am still working?

[6:09] – I have our retirement savings spread out in multiple types of accounts. Which type of accounts should I start withdrawing from first?

[8:42] – What is your opinion on robo advisors? Is this something work looking into?

[10:54] – My neighbor retired 2 years ago but has recently decided he needs to go back to work as money is too tight. I retired last month but I’m worried that the same thing will happen to me. How can I make sure that I won’t have to return to work?

 
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Episode 16: How Age & Wisdom Play Into Financial Planning

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Understanding the Secure Act 2.0