Ep 52: Unreasonable Requests for Your Advisor

You may never ask something unreasonable to your advisor, but it’s important to know where that line is.
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The Game Plan

 Today, we want to discuss some of the unreasonable things to expect from your advisor. Sometimes people get wrapped up in their financial expectation and bringing it back down to earth is important for your financial plan.

It’s one thing to have standards from your advisor and another to ask them unreasonable requests. Can you expect a big return without risk? Can an advisor reduce their fees for you? We will also be discussing taxes on retirement accounts and the importance of you being involved in the planning process.

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[1:20] – It’s November!

[2:09] – Can I have a big return with no risk?

[5:50] – Can you reduce your fees?

[8:15] – How can I get out of taxes on my 401(k) or IRA?

[9:57] – Can you do it all for me?

“So, to have that customized plan, you have to participate. You have to sit down, whether its on the phone or in person… We are here to help you make those right decisions but we can’t decide everything for you.”

– Dale Tondryk

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Ep 88: The Retirement Lifestyle

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May 18, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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