5 Questions To Determine If Your Financial Plan Needs Further Review
July 7, 2022
Anytime you meet with a financial advisor, you need to determine if your plan needs more review. On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the five critical questions you need to ask.
Key topics on this show:
3:58 – Vacation now or later
6:17 – Adequate review
9:36 – Tax plan
12:00 – Income and liquidity
13:59 – Risk
15:34 – Heirs
Read more and get additional resources here: http://listentoscott.com
- July 7, 2022
