All Episodes

May 29, 2024 6 mins

Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future?  If not… why not?

Mark as Played

Advertise With Us

Popular Podcasts

40s and Free Agents: NFL Draft Season
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

The Bobby Bones Show

The Bobby Bones Show

Listen to 'The Bobby Bones Show' by downloading the daily full replay.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.