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5 Questions To Determine If Your Financial Plan Needs Further Review

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Manage episode 333735878 series 2412204
内容由Scott Dougan提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Dougan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Anytime you meet with a financial advisor, you need to determine if your plan needs more review. On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the five critical questions you need to ask.

Key topics on this show:

3:58 – Vacation now or later

6:17 – Adequate review

9:36 – Tax plan

12:00 – Income and liquidity

13:59 – Risk

15:34 – Heirs

Read more and get additional resources here: http://listentoscott.com

  continue reading

137集单集

Artwork
icon分享
 
Manage episode 333735878 series 2412204
内容由Scott Dougan提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Dougan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Anytime you meet with a financial advisor, you need to determine if your plan needs more review. On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the five critical questions you need to ask.

Key topics on this show:

3:58 – Vacation now or later

6:17 – Adequate review

9:36 – Tax plan

12:00 – Income and liquidity

13:59 – Risk

15:34 – Heirs

Read more and get additional resources here: http://listentoscott.com

  continue reading

137集单集

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