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Comments by "" (@joshbarney114) on "What’s The OPTIMAL Amount Of Money To Retire?" video.
I really don't like making such recommendations, because everybody's situation is unique. But there are many freelance wealth managers you could check out. I have been working with "Colleen Janie Towe" for some time now, and she's really, really good. If she meets your discretion, then you could go ahead with her. I endorse her. Most likely, her deets can be found on the net, so you can confirm yourself.
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I completely agree; I am 60 years old, recently retired, and have approximately over 2million dollars in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, the Fin-advisor can only be neglected, not rejected. Just do your due diligence to identify a fiduciary one.
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