447 | Mailbag: Breaking Up With Your Advisor, I Bonds, 4% Rule, and Roth IRAs
Your financial advisor's 1% fee just cost you $10,000 this year — and next year it'll be even more. Jason's question about breaking up with his advisor isn't unique; it's one of the most common technical dilemmas Brad receives. The core challenge isn't just leaving — it's executing the transfer without triggering…
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