Robert Brokamp
speaker
4,580 appearances
41 recordings
3 series
first heard Oct 2025
last heard 3d ago
Robert Brokamp’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 41 in all, peaking in Sep 2026 with 5.
Appearances
The taxes, as you mentioned, asset allocation, when to claim Social Security, Medicare, and they have the sophisticated software that often isn't available to non-professionals.
The downside, of course, is it's going to cost money and it's not going to be cheap, right?
The hourly rates, if you're going to work with an hourly planner, it's going to range from $250 to $500 an hour.
Some will work by the project.
You just say, listen, I just want to help with an assessment of my retirement plan.
Those fees, though, can range from $2,000 to $5,000 or more, depending on how comprehensive the plan is.
And if you want to work with an advisor to manage your money, most charge around 1% of your assets per year.
And then the financial planning usually comes along with that.
And I just want to highlight the places where you can find these types of financial planners who may be willing to work on an hourly or project basis.
A few networks.
One is the advice only network.
This is a relatively new one.
But some others that I've mentioned before, Garrett Planning Network, G-A-R-R-E-T-T, NAPFA, the National Association of Personal Financial Advisors, and then XY Planning Network.
So you just go to those sites, find someone in your area or someone you're comfortable working with who can work remotely, and then get that assessment.
And then finally on the professional help, I will point out that you may actually have some access to professional help.
It might be through your employer.
You might have a financial wellness program or an EAP.
It might be through your 401k provider.
They might provide access to a financial counselor of some kind.
And you might have it actually through your financial services firms you already have money with, especially some firms will give you access to a financial planner if you have a certain level of assets.
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