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What would you do if a client came in with $1 million in cash to invest? That was the question put to three financial advisors in a recent article. Today, Steve is reacting to their takes and adding some important layers that the article missed. It’s interesting to hear what other pros recommend, but the reality is that every million-dollar plan is unique.

Here’s some of what we discuss in this episode:

💰 The Million-Dollar Question: What makes this investment scenario so interesting

🎯 Age Matters: How your investment mix should shift based on your stage of life

🧮 Custom Planning: Why there’s no one-size-fits-all answer to investing $1 million

💵 Liquidity & Access: Keeping enough cash on hand for flexibility

📈 Tax Strategies: How Roth conversions and smart allocation can boost efficiency

Financial Advisor Magazine, Where Should A Middle-Aged Client Invest $1 Million? 3 Pros Share Their Ideas:

https://www.fa-mag.com/news/have--1m-to-invest--rias-hightower--wellington-altus--poljak-have-thoughts-84240.html

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