@deeperthanmoney: my future lil trust fund bb girl would never

Chloe Elise—Deeper Than Money
Chloe Elise—Deeper Than Money
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Region: US
Wednesday 25 March 2026 21:43:54 GMT
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madisonmartellaro
Madison | Personal Finance :
A financial advisor is not needed because you will be paying them a percentage that is unnecessary.
2026-03-27 18:01:59
1379
morganfightsforyou
MorganFightsForYou :
ChatGPT is now the best financial advisor😂😂😂
2026-04-28 18:07:17
121
madembebe
Natalie :
You guys. Financial advisors will give you a PERSONALIZED GAME PLAN. They’re EXPERTS. FIND A CFA SPECIFICALLY. You won’t regret it.
2026-04-11 03:55:14
677
v.angelbby
x :
Is that bad? Lol
2026-03-27 02:16:19
37
tesseradactyl
Bek :
Trad IRAs are great for lowering taxable income…. If you don’t have a 401k with a match they are ABSOLUTELY a necessary part of a holistic financial plan. Most people don’t need a financial advisor on theirs though, not until you have a certain net worth
2026-03-27 23:36:33
231
mirandamenchaca17
Miranda :
So what do I do….
2026-03-27 14:47:29
13
hemauer.myles
myles.hemauer• :
Advisors have access to funds and mangers that have much more research and credibility. I’m an intern for a planner and they provide some awesome returns
2026-04-21 03:31:49
32
melobar
Rawr 🦊 :
I put money into a Trad IRA and immediately convert it to Roth because my state doesn’t tax conversions.
2026-03-30 18:33:21
22
jonasr1122
BigJobas :
Yes, you can just invest in a fund, but you pay fees to those funds anyway. Might as well hire a financial advisor who can build a portfolio with individual securities and pay the advisor your fee. They probably offer planning too
2026-04-15 14:37:43
10
futurepathplanning
Joshua Scannell I Planner :
I had a young client where doing traditional this year vs Roth is actually better. They will be able to qualify for a 2k tax credit that they other wise wouldn’t have gotten. Most people and advisors for that fact aren’t doing proactive tax planning
2026-04-22 20:48:09
10
jules_crawford
julescrawford :
Wait I have an IRA with Wells Fargo Advisors. Help. Do I rollover and do my own thing?🤯idk what I’m doing!
2026-03-27 20:41:30
3
animal_lover9981
animal_lover9981 :
If you can contribute to a ROTH IRA, you need to get your money up. Your goal should be to make so much you’re unable to contribute
2026-05-16 16:44:38
6
katelynrobuck
katelynrobuck :
ROTHHHHH
2026-03-28 17:20:14
45
mrskaylaerickson
mrskaylaerickson :
As an RN right out of college I didn’t know better. That’s why I switched careers into finance. If you’re lost, dm me!
2026-04-07 15:57:12
3
domm2424
Dominic :
Roth is better
2026-04-25 21:05:20
9
blueinvests
Blue :
Yessss
2026-04-29 18:36:01
1
noisy428
NoisyFineFun :
I wish mine would tell me this😂
2026-04-24 17:01:18
1
ameliamhathaway
ameliamhathaway :
Why is this bad 😭
2026-03-31 00:15:07
5
notesfromsabrina
notesfromsabrina :
Plssss give us the how to on transferring out of this situation!
2026-04-04 19:46:51
2
financiallyinvested
Nora | Financially Invested :
I love seeing people invest into their futures. Investing is always important
2026-04-07 23:44:36
1
the_chosen_one_3333
Juliet Simpson :
u did it great compared to the others 💙💙😁
2026-04-28 15:46:05
0
sophia_savings
sophia_savings :
lmaoooo
2026-05-13 20:53:32
0
fartsmella_1999
BIG.meaty.CLAWS :
Thankfully I’m marrying an investment professional lmao he taught me EVERYTHING and I’ve “beat the market” the last 2 years 🫂 Contributing $9,000 in the last 2 years and my account has nearly $20k
2026-05-08 06:35:52
0
court_val
court_val :
Unless you make too much $$… then you contribute to trad IRA and immediately convert to Roth
2026-05-03 06:52:38
0
_.ceotayy
Selfmade :
Real shi😭😭😭😭😭😭
2026-04-03 20:58:04
0
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