Dec 11, 2020
Who doesn’t want to get the most out of their relationship with a financial advisor, but when does a request cross over to unreasonable? Let’s look at three examples of things that someone might hope for but won’t likely be in the cards.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-178-are-these-unreasonable-financial-requests/
What we discuss on this show:
1:12 – I want to get bigger returns with little to no risk
6:21 – Can you reduce the fees for me?
11:10 – How can I get out of paying taxes on the money in my IRAs and 401k accounts?
12:02 – The Money Map Retirement Review