Friday, July 24, 2026

Everybody should have a Jonathan


I spent about 30 minutes with Jonathan, my financial advisor. I needed to make a withdrawal from my IRA to carry me through year end, and I wanted to check in and see how I'm doing. Am I protected in case the AI bubble bursts? Are my investments keeping up with inflation? What's our plan?

Short answer: I'm fine, and yes, we have a plan. 

I am so glad I have him overseeing my money! It's such a relief because he's the face of a team of advisors managing my portfolio. This is serious – this money has to last me for the rest of my life – and I truly do not know how to do this myself.

When I was still working and contributing to my 401(k) every two weeks, I resisted having my fund professionally managed because I didn't think it was big enough, substantial enough, for anyone to bother with. That was a mistake. I wonder how much finer I would be now if I hadn't tried to DIY then.


Photo by Af Hfmn on Unsplash

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2 comments:

  1. Liz A.6:22 PM

    I know what you mean. I wouldn't have bothered with doing anything, but then my mom passed, and her retirement fund suddenly became mine. (Well, half. My brother got the other half.) I have someone managing that now.

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  2. Kwizgiver11:10 PM

    I met with my financial advisor this week--it's looking good for my retirement in a year. I'm so glad I started my 403b when I did. And my advisor is a former favorite student.

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