Is It Wise To Have Two Financial Advisors?

Ramsey Everyday Millionaires

Ramsey Network

Business, Careers, Investing

4.8 • 3.6K Ratings

🗓️ 6 September 2024

⏱️ 5 minutes

🔗️ Recording | iTunes | RSS

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Summary

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Transcript

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0:00.0	This episode is sponsored by SmartVester. Connect with an investing pro for free at Ramsey Solutions.
0:11.0	Com slash invest.
0:22.0	You're listening to Ramsey everyday millionaires where we talk investing, retirement, building wealth and outrageous generosity. David starts this hour off in Oklahoma City.
0:25.0	Hi David, how are you?
0:27.0	I am doing great.
0:28.0	Thank you so much for taking my call.
0:30.0	It's a pleasure to speak with you.
0:31.0	You too.
0:32.0	Thus. Well, the smartest financial decision my wife
0:35.3	and I made was going through financial peace back in 2010 and it is paid dividends.
0:40.8	Thank you. What I don't you're well paid dividends.
0:45.2	Thank you. I'm, uh, I'm welcome.
0:51.0	It's not a hard question. It's just I have a little bit of anxiety on putting all of my eggs in one basket but I retired in April this year.
0:56.0	I had established back in 2018 with a financial advisor in another state that accounts
1:02.3	got a little over $800,000 in yet a couple years ago
1:06.8	when we settled my mother's estate and some funds we've got here in Oklahoma a different
1:12.4	financial advisor Ramsey so with about 400,000 and probably
1:18.6	going to start drawing on this next year 2025. Should I roll everything into under one
1:25.9	financial advisor does that make more sense or keep it separate or do you have any
1:30.5	advice along those lines? Wow.
1:33.0	I don't think it's horrible.
1:35.0	Here's the trick.
	...

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