What Questions Should I Be Asking My Advisor?
The Get Ready For The Future Show · GenWealth Financial Advisors
June 17, 202336m 9s
Audio is streamed directly from the publisher (api-na1.hubspot.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Minimizing taxes, different types of investment accounts, and questions to ask an advisor - these are the questions we're answering in this episode:
- In trying to minimize taxes in retirement, what "gotchas" should we look out for?
- Can I contribute to my employer plan AND an IRA?
- My old advisor only wanted to sell me products. What should I be asking a new advisor?
- I'm a 1099 and my accountant recommended a SIMPLE. What do you think?
And if you would like YOUR questions answered on the show, give us a call at 501.381.5228!
Originally aired 6/14/2023