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Great Dan.

Perhaps some of the regulars here will join in on the real live spirited discussions with real live people vs. the old fashioned 20th century written posts. 

See you Wednesday.

Steve

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I signed up for the May 6th and May 7th sessions. Dan and Scott always offer interesting financial topics for my brain to chew on.

Might reread this book to inspire questions:

Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off by Steven D. Lockshin
https://www.worldcat.org/title/get-wise-to-your-advisor-how-to-reach-your-investment-goals-without-getting-ripped-off/oclc/837924707

I have these two en-route:

Wealth management : the financial advisor's guide to investing and managing client's assets by Harold Evensky
https://www.worldcat.org/title/wealth-management-the-financial-advisors-guide-to-investing-and-managing-clients-assets/oclc/37812252

How to retire with enough money : and how to know what enough is by Teresa Ghilarducci
https://www.worldcat.org/title/how-to-retire-with-enough-money-and-how-to-know-what-enough-is/oclc/931797000

My local public library closure is a drag. It's gotten so bad that I might start looking at their ebooks 😛

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Pushing this up.

May 6 is a very special gathering. With the world's top financial advisers dedicated to 403(b) k12 teachers. Come one come all!

Dan: You might attract a deluge of teachers who want to take advantage of free financial advice! :- ) 

Getting competent and genuine fiduciary advice in the corrupted 403(b) world is RARE! But they are all joining in on a panel that Dan is hosting! 

This is a first-time event that people can interact with the pros in public! 

 

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2 hours ago, sschullo said:

Yes, but I have not read his other two free books. Do you know Paul's work?

The book you suggested is my first introduction to him. Chapter 11 is a lot of fun and the book has a wealth of information overall. I'm currently crawling over the website, there's a ton of content.

I might tune into a few of his podcast episodes to hear what they are like: https://paulmerriman.com/sound_investing/
and his other book looks interesting: https://paulmerriman.com/live-it-up-without-outliving-your-money/

Tomorrow's Zoom session should be interesting. I've had bad advisor experiences and feel like I know enough to not need another one. Every once in a while I do get curious about what a CFP would say about our financial plan though.

 

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8 hours ago, ScottO said:

Tomorrow's Zoom session should be interesting. I've had bad advisor experiences and feel like I know enough to not need another one. Every once in a while I do get curious about what a CFP would say about our financial plan though.

 

I had two friends who just wanted to pay the hourly fee. One said she couldn't find one, and the other was rejected on the spot because she said that "most advisers don't work that way." This adviser was on the Garrett Planning Network. Yeah, it's a five-year-old story, but I just wonder how current this issue is. Read it here: https://latebloomerwealth.com/did-garrett-planning-network-pass-the-smell-test/ 

Why don't you bring your request to the panel and ask them if they would look at your plan for the hourly rate?  

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Yesterday's panel was very informative and a chill environment to get an intro. I did send off an email to one advisor. Hope to see you at the office hours today.

 

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2 hours ago, ScottO said:

Yesterday's panel was very informative and a chill environment to get an intro. I did send off an email to one advisor. Hope to see you at the office hours today.

 

I plan to today. Sorry I missed yesterday because something came up. 

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