May 19, 2022
In the retirement planning business, we occasionally get some unreasonable requests. We’ll do our best to accommodate everyone’s needs, but sometimes they just aren’t realistic. On this show, we’ll share some of the requests and tell you how to set proper expectations around your retirement planning.
What we discuss in this episode:
4:21 – Bigger returns, no risk
7:50 – Reducing fees
12:20 – Paying taxes
15:26 – Do it for me
18:50 – Mailbag: Reducing risk
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