Mailbag: Hiring an Advisor, Market Crashes & Tax-Smart Giving
Retirement planning often raises questions that do not have simple, one-size-fits-all answers. In this mailbag episode, Eric addresses whether do-it-yourself investors need professional guidance, how to respond to predictions of a market crash, and when a donor-advised fund may make sense. The common thread is the value of having a strategy built around your specific goals rather than reacting to headlines or general advice.
Here’s some of what we discuss in this episode:
🧑💼 Professional Guidance: Advisors provide planning, perspective, and accountability.
📈 Advisor Value: Good advice…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.