Ep 111: Dropping the Ball Financially
Phil's Tax Hacks
English - November 18, 2021 10:00 - 17 minutes - 24.5 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 110: 4 Unreasonable Requests
Next Episode: Ep 112: Retirement Late Bloomers
If your advisor seems to only be interested in discussing investments and growth, it may be time to take a step back and make sure all of your retirement pieces are being addressed. On today’s show, we will discuss 5 areas advisors can drop the ball and how you can stay vigilant in protecting your retirement plan.
Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-111-dropping-the-ball-financially/
What we discuss today:
0:35 – Looking forward to Thanksgiving
1:04 – Reviewing tax returns
5:09 – Fees and costs in investments
7:31 – Income needs
9:23 – Clarifying the job of your money
11:47 – Discussing your legacy