So you are sitting down with your SmartVestor Pro or speaking with them over the phone, and you feel like you heard information that you have not heard on the show before. We get it, the investment world is a huge and complicated world. That is why we encourage working with a SmartVestor Pro! Here we talk about how to handle a situation where a SmartVestor Pro's advice may be confusing.
We recommend that you first reach out to your Pro and have a discussion in which you bring up your concerns and your questions. You can absolutely ask for a more in-depth explanation about exactly why the recommendation was made. While Dave’s advice and investment philosophy is meant to serve the general public well, individual financial circumstances can be so unique that Pros may offer advice for a specific reason. We find that it is never a bad idea to ask more questions and seek understanding.
If you decide you would rather not work with this SmartVestor Pro, you can always refer back to your list of SmartVestor Pros and interview your next pro until you find someone you connect with.
If there are any serious red flags, or the advice of your SmartVestor Pro seems misaligned with the principles we share here at Ramsey Solutions, please reach out to let us know. We would be happy to serve you and look into the situation further!