Ep 71: How We Handle Unreasonable Requests


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By Dave Elizondo. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

102 episodes