Do I Really Need a Financial Advisor?

Ramsey Everyday Millionaires

Ramsey Network

Business, Careers, Investing

4.8 • 3.6K Ratings

🗓️ 15 November 2024

⏱️ 4 minutes

🔗️ Recording | iTunes | RSS

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Summary

💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need Help with your investments? Click here to connect with a SmartVestor Pro. 🏠To learn more about how to plan for Retirement, click here 🏦To learn more about Investing, click here 🎓Create a college savings plan for your child’s future. Click here to connect with a SmartVestor Pro. Listen to more from Ramsey Network 🎙️ The Ramsey Show 🧠 The Dr. John Delony Show 🍸 Smart Money Happy Hour 💡 The Rachel Cruze Show 💰 George Kamel 💼 The Ken Coleman Show 📈 EntreLeadership 💸 The Ramsey Show Highlights Learn more about your ad choices. https://www.megaphone.fm/adchoices Ramsey Solutions Privacy Policy

Transcript

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0:00.0	This episode is sponsored by SmartVester. Connect with an investing pro for free at ramsysolutions.com
0:10.6	slash invest.
0:14.7	You're listening to Ramsey Everyday Millionaires, where we talk investing, retirement, building
0:19.7	wealth, and outrageous generosity.
0:22.5	All right, let's go straight to the phone lines. We've got a local, John, who's in Clarksville, Tennessee.
0:27.8	What's going on, John?
0:29.1	Hey, Jane. Hey, how are y'all doing? We're doing good. How can we help today?
0:32.6	All right. So the question I had is, I'm 42 household income is around 180,000.
0:39.7	Just recently got out of Baby Step 2, about halfway through Baby Step 3 right now.
0:44.3	Awesome.
0:45.2	And kind of went out of sequence a little bit with Baby Steps before I learned about the actual Baby Step program.
0:52.3	Okay.
0:52.8	I've got about 250 in 401k and Roth IRA.
0:58.1	Okay.
0:58.8	I'm not mad at you.
1:00.3	Right.
1:00.8	Okay.
1:01.1	I appreciate that.
1:03.0	So my question is, is I have a financial advisor or a retirement account through
1:10.4	Edward Jones.
1:12.4	Okay.
1:13.1	My question is I have a fairly decent understanding of investing, especially through after
	...

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