Retirement 360

To DIY or Not DIY: That is the Question

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Sinopsis

Many in our community are a DIY - do it yourself - when it comes to their own finances. But, is there a line at which you should consider asking for help in managing your assets? Are the DIYers choosing their best options and strategies? - Are they putting too much trust in a "Target Date Fund"? - Do they know they know what option is the best to pull money from SS or IRA? - Should you invest the majority of your assets in the stock market? - And how much of your SS do you actually get to keep? Some say, once you reach 250k in assets, you should consider meeting with an advisor. This week on Retirement360 MWA Advisor, Alan and host, Tony Vanetti, discuss these questions and more. The benefits of having an advisor can sometimes outweigh the costs, and also ease your piece of mind. Knowing you have a trusted Fiduciary working for your best interests that can help navigate the expansive financial industry might be something to consider - even for the DIYer.