Unreasonable Retirement Planning Requests

The Retirement Huddle

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7M ago 13:06

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In today’s episode, we’re going to discuss some of the unreasonable requests that can arise during the retirement planning process. Tune in as we tackle some common misconceptions, dissecting why they may not be feasible, and provide valuable insights on what to expect instead. From desiring high returns with little to no risk to hoping to avoid paying taxes on your IRAs and 401ks, Mark will shed light on the realities of successful retirement planning in today’s talk.

Here’s what we’ll discuss in today’s show:

"I want to get some bigger returns with little or no risk"
Is it reasonable to request a reduction in fees for financial advisory services?
“How can I get out of paying taxes on the money in my IRAs, and 401ks?”
Why it's crucial for individuals to actively participate in their retirement planning process

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

101 episodes

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