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Old 03-17-2017, 02:34 PM   #1
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Told my Schwab guy I want to retire w/Yacht

And so he gave me this brochure. Hmmm. Not exactly what I was thinking boat wise?
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Old 03-17-2017, 03:13 PM   #2
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Fire him. Get one who is more in line with what your goals are.
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Old 03-17-2017, 03:29 PM   #3
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He's a smart guy. He's leading you to what will preserve your retirement funds.
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Old 03-17-2017, 03:46 PM   #4
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Everyone is so serious here? Tongue in cheek post!
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Old 03-17-2017, 04:02 PM   #5
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Sounds like the disk jockey cum financial advisor your see on TV.

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Old 03-17-2017, 04:08 PM   #6
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I think it's right on the money for really experienced cruisers....

At some point, the boat becomes too much and simpler is better.

I always said my last boat will be a really nice canoe on some mountain lake, pulled up in front of a nice cabin. Lowest stress boating there is in my mind but the kayak and some others fit the bill too.
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Old 03-17-2017, 05:52 PM   #7
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I ended my Schwab adviser relationship several years ago after weak investment returns, a questionable strategy, and a condescending attitude. Had I not done that, I would likely be the guy in the kayak, wondering when I might be able to retire.
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Old 03-17-2017, 05:55 PM   #8
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My financial advisor just sold his sailboat and bought a used NT32.
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Old 03-17-2017, 06:09 PM   #9
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My financial advisor just sold his sailboat and bought a used NT32.
You talk him into that Dave?
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Old 03-17-2017, 06:09 PM   #10
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Everyone is so serious here? Tongue in cheek post!
Can microagression "Trigger warnings" be far behind......???
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Old 03-17-2017, 06:16 PM   #11
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Maybe he thought the market is going to crash. He wanted you to stuff the bow and stern of that kayak with gold coins put the boat on top of your truck and head north.
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Old 03-17-2017, 06:24 PM   #12
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So far just using some common sense and going against "professional investment advice"....my investments have blown away most advice my friends have received.

I am guessing the whole push for legislation making investing advisors pick between greed and actually caring about investors holds great merit.
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Old 03-17-2017, 06:38 PM   #13
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So far just using some common sense and going against "professional investment advice"....my investments have blown away most advice my friends have received.

I am guessing the whole push for legislation making investing advisors pick between greed and actually caring about investors holds great merit.

Yes. The advisors usually have the biggest yachts.
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Old 03-17-2017, 06:40 PM   #14
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Yes. The advisors usually have the biggest yachts.
Ya gotta feel the love....not!
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Old 03-17-2017, 06:47 PM   #15
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Arrjjj I still using Schwab for financial advising!!
...the good new is I sold a sailboat to this guy so it's hook up!!
..a sweet revenge for everybody...
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Old 03-17-2017, 07:53 PM   #16
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So far just using some common sense and going against "professional investment advice"....my investments have blown away most advice my friends have received.

I am guessing the whole push for legislation making investing advisors pick between greed and actually caring about investors holds great merit.
Bingo!
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Old 03-17-2017, 08:14 PM   #17
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LOL! Look at all the money you'll save, Bob.
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Old 03-17-2017, 10:18 PM   #18
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Everyone is so serious here? Tongue in cheek post!

Who's that good looking fella on the helm?
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Old 03-17-2017, 10:24 PM   #19
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You talk him into that Dave?


No. I have known this guy a long time and went in to see him this last year to help me with the math as to when my wife could retire. I went over the financial changes recently, including buying another boat. That was when he told me that he and his wife had just bought a NT32 out of Annacortes. He sold his sailboat right away, using the broker whom I suggested. I am still trying.
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