• How much is too much to pay for a financial advisor? | Don’t be bad Santa with your inheritance | When your business is your retirement plan | How to figure out your monthly need in retirement

  • Feb 1 2025
  • Length: 58 mins
  • Podcast

How much is too much to pay for a financial advisor? | Don’t be bad Santa with your inheritance | When your business is your retirement plan | How to figure out your monthly need in retirement

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  • Summary

  • On this week's show:

    • Evaluating what you pay and what you get from your financial advisor.
    • Don’t saddle your kids with a huge tax bill.
    • You want to sell your business to fund your retirement? Timing is key.
    • What will your paycheck be each month in retirement?

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