There are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know on today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with it’s Alpha and Beta ratings to determine how much stock you should buy.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:24 - Main Topic: Financial Jargon
2:00 - Fiduciary
3:50 - Volatility
5:29 - Risk Tolerance
6:27 - Dollar Cost Averaging
8:26 - Asset Allocation
10:22 - Second Topic: Common Housing Questions
10:50 - Does It Make Sense To Pay Off The House?
12:22 - Signing It Over To A Family Member
15:17 - Reverse Mortgage
17:08 - Mailbag: Tracy Asks What To Do If You’re Too Scared To Put A Plan Together
5 Pillars of Financial Planning
Strategic Planning for Retiree Healthcare
What’s Buggin’ Charles?
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Ready Or Not Retirement
Exposing Common Retirement Complaints
Unsure, Confident, or Certain: Retirement Planning Next Steps
The 5 Biggest Money Mistakes In Retirement Planning
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
Most Common Retirement Planning Questions About Taxes
How Bonds Work: What Retirees Need To Know
Please Read The Fine Print
Getting It Right: Irreversible Financial Decisions
Planning For Retirement’s Uncertainties
Going Against The Grain
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
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