Unreasonable Requests to Financial Advisors
Episode 159 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O' Bryant, titled "Unreasonable Requests to Financial Advisors" was published on November 19, 2020 and runs 22 minutes.
November 19, 2020 ·22m · The Financial Answer with Nathan O’Bryant
Summary
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial planning. Read more and get additional financial resources here: https://wp.me/paIiUZ-h8 What we discuss on this show: 1:48 - “I want a bigger return with little or no risk.” 5:18 - “Can you reduce your fees?” 9:10 - “How can I get out of paying taxes?” 11:47 - “Can you just do it for me?” 15:07 - What does participation look like when financial planning?
Episode Description
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial planning.
Read more and get additional financial resources here: https://wp.me/paIiUZ-h8
What we discuss on this show:
1:48 - “I want a bigger return with little or no risk.”
5:18 - “Can you reduce your fees?”
9:10 - “How can I get out of paying taxes?”
11:47 - “Can you just do it for me?”
15:07 - What does participation look like when financial planning?
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