Ep 20: Is Your Advisor Doing This?


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By Walter Storholt and Mark Howard. 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.

Does your financial advisor look at your tax returns? What about the fees in your investments? We’ll explain how your advisor should be helping you.

Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-20-is-your-advisor-doing-this/340/

What we discuss on this episode:

1:28 – Reviewing tax returns

3:06 – Evaluating fees and costs in investments

4:36 – Discussing and planning retirement income

6:22 – Clarify target and goal for invested dollars

7:47 – Reviewing family goals and legacy plans

46 episodes