

Your Financial Advisor Made A Million Dollar Mistake
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What people are saying
“Hate to break it to the ramsey team (and no I'm not a financial trying to shill this) there are ways this makes sense via having multiple buckets to pull from in retirement. People who can max out a 401k are doing extremely well and may be…”
“I am a CFP and this is bad advice. A traditional paired with a taxable account at a high income level can make perfect sense, especially if income is projected to be much lower in retirement. There are also cases with a high income that Rot…”
“Dave being confidently incorrect makes this show hard to listen to much of the time.”
“TERRIBLE advice Dave. You didn’t even ask what her income is! Her advisor is 100% right if her income is very high now and she’s planning to retire early, she could save a huge amount in taxes as the future distributions could be taxed at a…”
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