Episode 84: Unreasonable Requests and Strange Taxes
Advisors everywhere have had some pretty unrealistic requests come up when meeting with clients. Steve and Gabriel will share some of the ones they've heard on this week's episode of Our 2 Cents, and the key takeaways you can learn from them. Then they look at some pretty quirky state taxes that will leave you shaking your head!
Unreasonable Financial Requests:
Huge market gains, with little to no risk. Is that achievable?
Will investors seeking the highest quality financial planning and advice, at the lowest possible price just end up getting what they pay for?
Does that sneaky little tax…
The skinny
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