The Value of Advice

The Value of Advice

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The Value of Advice
The Value of Advice
May Investment Memo
Investment Memos

May Investment Memo

The Inflating Elephant in the Room

Morgan Ranstrom's avatar
Morgan Ranstrom
May 20, 2023
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The Value of Advice
The Value of Advice
May Investment Memo
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This is the Enemy

I love financial planning. I love the strategy. Roth conversions are cool. Solo-401k to open up the Backdoor Roth is fun. Dynamic withdrawals are fascinating. QCDs, donating stock, and bunching charitable contributions are rad.

But none of that matters if we miss the forest for the trees.

Here’s the real enemy:

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