Thanks for the complement. No, I’m a programmer, more on the data/math side than user interfaces. So I’ve spent years using those skills to build a financial plan for me and my loved ones.
I’ve learned a lot over the years on equity investments and done well. But the fixed income area Ive frankly never used.
So, now it’s catch up time. Fixed income and distribution of the wealth.
When I started seeing that I knew most of the concepts that planners focus on, I took the Series 65 practice test for Registered Investment Advisor and scored a 75, just passing. I’m thinking about taking some CFP classes, and credentialing the RIA to assist retirees when I get to Florida.