EPISODE · Jul 25, 2018 · 18 MIN
Episode 43: Value Added Services Of An Advisor
from Plan For Life Now · host Capitol Retirement Strategies
Most people look to their financial advisor for sound investment recommendations. However, a good financial advisor should be able to add value through a host of other recommendations. In this episode Dave and Steve talk about helping clients structure withdrawals to minimize their Medicare premiums, completing Roth conversions, and realizing capital gains.
What this episode covers
Most people look to their financial advisor for sound investment recommendations. However, a good financial advisor should be able to add value through a host of other recommendations. In this episode Dave and Steve talk about helping clients structure withdrawals to minimize their Medicare premiums, completing Roth conversions, and realizing capital gains.
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Episode 43: Value Added Services Of An Advisor
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