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Dave Ramsey’s Checklist-Style Financial Planning Works

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(@pizzaman)
Honorable Member Customer
Joined: 3 years ago
Posts: 430
Topic starter  

Bill, I think you will like this 🤑

https://www.kitces.com/blog/checklist-style-financial-planning-dave-ramsey-baby-steps-money-guy-show-order-of-operations/

Pizzaman


   
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(@hines202)
Reputable Member Customer
Joined: 3 years ago
Posts: 331
 

Hey PizzaMan @pizzaman. Yeah, I saw that one. I'm a big fan/consumer of all things Kitces! He's right. I've been a Ramsey Master Financial Coach, Ramsey Preferred Coach, and Financial Peace University instructor. His system works for getting out of the hole because it's simple and easy to understand and follow. Stressed out people need that simplicity.

When I moved more toward retirement/FIRE planning and investment management (see the new posts on my blog) I wanted to use that same type of system for clients in that space, and lose the complicated, overcharging of the AUM rate tables, instead doing simple flat-rate. Plus recommending or implementing very simple and easy to understand portfolios.

It works really well. I wish more advisors/planners would do it!

As far as Uncle Dave's investing advice, don't get me started 🙂 There's a reason I'm not a SmartVestor Pro!


   
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