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February 25, 2019 In The News 20 minute listen
What questions should you ask your financial planner? How do you build a portfolio tailored to your appetite for risk? Bob Palmer answers these questions and more on Denver’s KOA News Radio.

A couple discussing their financial planning with a wealth management specialist.

Plante Moran Wealth Management practice leader Bob Palmer was recently a guest on the KOA Q&A with Ed Greene show on Denver’s KOA News Radio, where he discussed the ins and outs of creating a financial plan — whether you’re working toward financial independence or you’ve already achieved it.

Bob covers a variety of financial concerns, regardless of one’s level of wealth: questions everyone should ask their financial planner, how to construct a portfolio geared toward your level of risk, as well as why it’s important to connect the dots among your income tax strategy, estate plan, and investment strategy.


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