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Ep 54: How We Handle Unreasonable Requests

In the retirement planning business, we occasionally get some unreasonable requests. We’ll do our best to accommodate everyone’s needs, but sometimes they just aren’t realistic. On this show, we’ll share some of the requests and tell you how to set proper expectations around your retirement planning.


What we discuss in this episode: 

4:21 – Bigger returns, no risk

7:50 – Reducing fees

12:20 – Paying taxes

15:26 – Do it for me

18:50 – Mailbag: Reducing risk


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