• When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money due to this event

  • Sep 4 2024
  • Length: 59 mins
  • Podcast

When is the worst time to hire a financial advisor? | There are over 70 thousand pages in the tax code. Which are the best for you? | Wisdom from Warren | 70% of us could lose lots of retirement money due to this event

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  • Summary

  • On this week's show:

    • When is the right time to talk to a retirement planner?
    • The tax planning idea you should grab onto with both hands.
    • Five ideas to consider if we go into a recession.
    • Another reason why the 4% withdrawal rule doesn’t work.

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