Your Retirement Elevated Podcast with Scott Dougan

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

 

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