Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 111: Dropping the Ball Financially
17 minutes Posted Nov 18, 2021 at 10:00 am.
– Looking forward to Thanksgiving
– Reviewing tax returns
– Fees and costs in investments
– Income needs
– Clarifying the job of your money
– Discussing your legacy
0:00
17:43
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Show notes
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: