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That-Contest-224

Advisor?

I posted recently and it sparked questions as to why I use an advisor. It made me think.

Basically, I knew very little of investing or working towards ER until I began listening to Dave Ramsey. After a while of listening to him, I got connected with a SmartVestor Pro. He has been great for us.

My wife and I each have a Roth and a general brokerage account plus my wife has an employer 401k.

What would you recommend us doing regarding having an advisor, or what to keep to ourselves etc?

Posted Nov 14, 2025, 6:57 PM UTC

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