Ep 78: You Asked, We Answered - Listener’s Questions

Retirement Planning
Written By Nicolas Davis
 
 

Today on the podcast we want to take a moment to answer a few listener questions. Tune in to see if they might be a few questions you’ve had yourself.

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

For more information visit us at www.brindleandbay.com

Have a question? Text us! (214) 988-9178

Check out our YouTube channel here!

In this episode:

[1:00] I can’t pick a financial advisor. Am I being too picky?

[6:10] Should I always make sure I am working with a fiduciary and/or CFP®?

[10:08} I was planning to retire this year but is now a good time to retire with everything going on?

[13:32} I worry about taxes going up in the coming year. Should I just go ahead and convert my IRA funds to Roth?

[15:35] I am two years from retirement. Is it too early to start building a retirement plan?

 
Nicolas Davis
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Ep 79: Money, Myths, and Living on Your Terms (Book Club Edition)
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Ep 77: The Psychology Of Money: Book Club Series! (Part 8)