The intersection of personal finance, financial independence, and Disney.
Sure. “I was able to save $15,000 more in 15 minutes for retirement and you can, too.” Ugh, I know… I know. We all hate it when personal finance writers assume that just because they were able to do something then it should be easy for everyone else, too. That said, what I did was incredibly generic and could apply to a lot of people out there with a company-sponsored 401k.
We had to fire our financial advisor. He was a nice guy and meant well I’m sure but he had to go. It started off great with a free financial plan and help rolling over old 401k plans. He even set up an IRA and a 529 College Savings Plan which, at the time, seemed like something a professional should do. We just didn’t know what we didn’t know. Once we realized exactly how much he would cost us in the end we decided to fire our financial advisor.
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