That sounds like a perfect arrangment. DW is also the "guru/yoda" for all of our; Medical insurance, and other insurance, and household, and rental properties, budgeting and accounting.Thanks.What a wonderful journey. Thanks for sharing.
Based on your forum posts and input, your DIY investing skills and knowledge gained over the past 25 years are formidable and perfect "for your own needs". (not others, not everyone, but for how it counts for).
I did bring my spouse to one of the Bogleheads Conference events. Will do so again at some point in the future as well in an effort to bring her more on board of learning the DIY process. She is the guru of all things related to medical insurance and Medicare for our household, so I appreciate her mastery of that as I have next to zero interest. Her other interests include things like keeping the will up to date, charitable giving, and legacy - so we make a good team as we both focus on what we can based on what each of us finds important/interesting.
She's reading the Christine Benz new book now after I finished it. It's created some nice new discussions between the two of us. It is a book I would recommend for those who DIY and want to read about all matters related to retirement.
CyclingDuo
Like you, I have a degree in economics/business and certificates in Accounting. But, having learned in the times of green ledger paper and 10 key mechanical calculators, I have zero interest in accounting.
Fortunately, DW is a stringent "Boglehead" and manages her own portfolio as such, to wit I am extraordinarily grateful.
Per OP: forum topic regarding using "other" professional FA's:
In the course of my own businesses (not an employee) and investment portfolios, I have consulted with nany FA's, sindividuals and firms, at all levels and have yet to meet one that knows my needs and addresses them as well as I do. So, "for me specifically", there's no need for any FA's.
j
Statistics: Posted by Sandtrap — Mon Nov 25, 2024 7:42 am — Replies 40 — Views 4370