7 Assumptions People Make About Retirement That Could Hurt You | “All I get from my Financial Advisor is invoices!” | My IRA-to-Roth Conversion Hit a Snag
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7 Assumptions People Make About Retirement That Could Hurt You | “All I get from my Financial Advisor is invoices!” | My IRA-to-Roth Conversion Hit a Snag
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About this listen
On this episode:
- Taxes, the markets, inflation, and your health. Don’t assume it will remain the same.
- How often do you hear from you advisor?
- It’s a problem, but a good problem.
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