Phil’s Tax Hacks

Ep 110: 4 Unreasonable Requests

November 11, 2021

Although you may never ask something unreasonable of your advisor, it’s important to know where that line is. It will help you manage your expectations. On today’s episode, we will discuss 4 unreasonable things to ask of or expect from your financial advisor. 


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What we discuss today: 

0:41 – We’re into mid-November

1:31 – I want big returns, but no risk

5:56 – Can you reduce your fees for me?

8:40 – How do I get out of paying taxes on my IRA or 401(k)?

11:13 – Can you just do it for me?