Phil’s Tax Hacks

Ep 101: Red Flags in Your Financial Plan

September 9, 2021

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.


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What we discuss on this episode: 

0:27 - Marc has a new studio set-up!

1:05 - How is Phil?

1:32 - What red flags should you look for?

2:05 - Can you name all the investments in your portfolio?

3:51 - How often should you talk with your advisor?

7:48 - Are your accounts going up and down?

9:40 - How much do you need to maintain your lifestyle?

12:14 - Could you describe your financial plan?