Ep 20: Is Your Advisor Doing This?

07/01/2021 11 min
Ep 20: Is Your Advisor Doing This?

Listen "Ep 20: Is Your Advisor Doing This?"

Episode Synopsis

Does your financial advisor look at your tax returns? What about the fees in your investments? We'll explain how your advisor should be helping you.   and get additional financial resources here: https://retirementhuddle.com/podcast/ep-20-is-your-advisor-doing-this/340/    What we discuss on this episode:  1:28 – Reviewing tax returns 3:06 – Evaluating fees and costs in investments 4:36 – Discussing and planning retirement income 6:22 – Clarify target and goal for invested dollars 7:47 – Reviewing family goals and legacy plans