Phil’s Tax Hacks

Ep 111: Dropping the Ball Financially

November 18, 2021

If your advisor seems to only be interested in discussing investments and growth, it may be time to take a step back and make sure all of your retirement pieces are being addressed. On today’s show, we will discuss 5 areas advisors can drop the ball and how you can stay vigilant in protecting your retirement plan.


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What we discuss today: 

0:35 – Looking forward to Thanksgiving

1:04 – Reviewing tax returns

5:09 – Fees and costs in investments

7:31 – Income needs

9:23 – Clarifying the job of your money

11:47 – Discussing your legacy