Podcast - Ep 23: Unreasonable Requests for Your Advisor

November 18, 2021

On This Episode:

We don't hear unreasonable requests very often, but it's still important to manage expectations. On today's episode, we will be discussing 4 requests either we have heard or other advisors have heard that are a bit too unreasonable to expect. We will be discussing risk, reducing fees, taxes, and the importance of being involved in the planning process.

We want to be as transparent with you as we can. That way you know what to expect from an advisor and what kind of financial outcome is reasonable for you and your future.

Key Points:

0:56 – Unreasonable requests

3:41 – Can I get better returns without taking more risk on?

12:08 – Can you reduce your fees for me?

16:46 – How can I avoid taxes on my 401(k) or IRA?

21:20 – Can you just do it for me?



If you have any questions, call 215-513-4330 or click here.