HerMoney with Jean Chatzky
"Should I Fire My $50K-a-Year Financial Advisor?"
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Show notes
In this AMA, Jean sits down with Anne — a 57-year-old retiree, self-taught investor, and self-described "super saver" — who's questioning whether her advisor's 60-basis-point fee (upwards of $50,000 a year) is still worth it now that she's retired, debt-free, and increasingly comfortable managing her own portfolio.
They talk:
The real difference between a pre-retirement growth plan and a post-retirement income plan
Why getting your advisor, accountant, and estate planner talking to each other matters
How to "shop around" for an advisor without necessarily planning to leave the one you have
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