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June 9, 2022

Ask A Financial Advisor Anything – Part Two

Ask A Financial Advisor Anything Part Two

Part Two of answering financial questions from our listeners. More of your burning questions are answered here.

Click HERE for Part One. 

In Part Two of Ask A Financial Advisor Anything, these questions are answered:

Can you set up a retirement fund for a child and if so how?

Can you pull money out of a SEP and invest in real estate?

Why don’t financial planners speak of gold or silver as an investment for a balanced portfolio?

What is a good retirement or savings investment option for someone living paycheck to paycheck?

Is a Roth or traditional IRA a better investment for retirement?

Thank you for joining us on our first common Questions for a Financial Advisor. We’d love to answer more of your questions, so please send them to info@srbadvisors.com.


About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.

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