Ep 20: Is Your Advisor Doing This?
Play • 11 min

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.


Read more 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

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