Should I Move Funds Before Hiring an Advisor?
The Get Ready For The Future Show
<p>My wife and I are looking to hire a financial advisor. Should we move around our investments first? How do you know when it's time to switch from Roth contributions to pre-tax? I have $2 million in savings, but how do I know if it's enough to maintain my lifestyle in retirement?</p>
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<p>Originally aired 2/21/2024</p>