Take the time to talk with a financial consultant
I’ve never been good at talking with any financial experts, consultants, or advisors. One reason is that it takes time out of your day or time away from work. Plus I felt like it’s constantly a sales pitch trying to get me to buy more services. Most cases it was just that but when I rolled over my entire retirement account to my IRA after I left my employer my financial representative with my brokerage reached out to me asking…