KT
👤 SpeakerAppearances Over Time
Podcast Appearances
Paul, by the way, everyone.
It was fantastic, even though we had been retired since 2021.
Mike has always been a wizard with our finances and our portfolio grew over the decades to nearly $2 million.
And she said it's even still there after taking out $80,000 last summer.
And then this is very sweet.
Mary said,
Now, this is where the what ifs come in, everybody.
Mary said, Susie, last May, Mike was diagnosed with Parkinson's.
Since last June, we now live in Las Vegas, which is where he's getting treatment at the Cleveland Clinic.
I told Mike that we really should get a financial advisor.
My thinking is that anything that we can hand off to someone else, we should so that we can focus on doing what he needs to keep the Parkinson's at bay for as long as possible.
So Mary then goes on to tell us that, is it worth handing over our money for 1% every year to a financial advisor?
Mike is only going to get worse.
And I think that we should move to a financial advisor while he is still able to know what's going on.
So Mary says,
is asking, should she maybe contact the guy that she and Mike took their course from back in St.
Paul that they really liked?
And because it's likely she'll be moving back to the Twin Cities in the future.
What are their ages?
He's 69 and Mary's 73.