
Ep 71: How We Handle Unreasonable Requests
Ruhi Arora Jain
22 min•0 plays•0 favorites
Business & Finance
Description
<p>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. </p> <p> </p> <p><strong>Read more and get additional financial information:</strong> <a href= "https://www.truefinancialpartners.com/media/podcast/">https://www.truefinancialpartners.com/media/podcast/</a></p> <p> </p> <p><strong>What we discuss today: </strong></p> <p><strong>4:40 –</strong> Returns with no risk</p> <p><strong>9:20 –</strong> Reducing advisor fees</p> <p><strong>13:58 –</strong> Avoiding taxes</p> <p><strong>17:24 –</strong> Planning without participation</p>