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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.
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  2. Are These Unreasonable Financial Requests?

Are These Unreasonable Financial Requests?

Dec 11, 2020

Who doesn’t want to get the most out of their relationship with a financial advisor, but when does a request cross over to unreasonable? Let’s look at three examples of things that someone might hope for but won’t likely be in the cards.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-178-are-these-unreasonable-financial-requests/ 

 

What we discuss on this show: 

1:12 – I want to get bigger returns with little to no risk

6:21 – Can you reduce the fees for me?

11:10 – How can I get out of paying taxes on the money in my IRAs and 401k accounts?

12:02 – The Money Map Retirement Review