Skylar (Caller from Fort Worth)
Appearances
The Ramsey Show
Cut Debt out of Your Life! (Literally)
Hey, guys. Thanks for your time today. So my question is about selecting a smart investor pro. So I went on your website recently and had quite the candidate pool reach out to me. So I know they should have the heart of a teacher, that their values should align to my values and goals. I know the four buckets I should be investing in.
The Ramsey Show
Cut Debt out of Your Life! (Literally)
But outside of that, what qualifying questions should I be asking? And what does that conversation look like?
The Ramsey Show
Cut Debt out of Your Life! (Literally)
Yeah, four, five and six. Yep. And for some more background, I've been contributing to a 401k for well over a decade, but now it's time for a 529. And when I went to set it up, it wasn't as clear as those four buckets, you know, the growth, growth and income, aggressive growth international.
The Ramsey Show
Cut Debt out of Your Life! (Literally)
So that's where I was like, you know what, maybe I'm a little over my head, or maybe it's time to pay someone to help me manage these because I'm a bit of a tightwad, but if they can help me and it makes life a little easier, that's kind of where I want to go next.
The Ramsey Show
Cut Debt out of Your Life! (Literally)
There you go. I love it. Is there any, anything that I should avoid? Yeah.