In the retirement planning business, we occasionally get some unreasonable requests. We’ll explain what they are and how to set proper expectations around your retirement planning. 

 

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-71-how-we-handle-unreasonable-requests/

 

What we discuss today: 

4:40 – Returns with no risk

9:20 – Reducing advisor fees

13:58 – Avoiding taxes

17:24 – Planning without participation