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Reply to "How much money before you stop managing and hand off to a wealth management firm?"
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[quote=Anonymous]We are at $9.4M invested assets plus a paid off home and I don't see the need for a wealth management firm. I watch some YouTube videos at the gym on retirement and tax planning and that's been enough for now while I'm still in the accumulation phase. I can see it getting more complicated during decumulation, though. I did purchase Pralana which allows me to mess around with withdrawal strategies and impacts. Honestly, though, taxes are so incredibly complicated, it's never going to be easy or clear. I figure I'll do it as well as anyone, though. I will need a plan for my old age (80s-90s) since I've seen my extremely competent father make silly mistakes even though he's still quite sharp. We just lose our abilities, sadly.[/quote]
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