It’s been said that “the sales brochure giveth and the fine print taketh away.” On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:38 - Main Topic: Fine Print
4:03 - Increase On Long Term Care Insurance
5:42 - High Fees On Annuity
7:03 - Mutual Fund Performance
8:40 - Life Insurance Increase
10:23 - REITs
13:57 - Mailbag: Elizabeth Asks What To Do With Her Inheritance Money
Cracking Open The Financial Dictionary
Traditional IRA Vs. Roth IRA
How To Avoid Critical Retirement Planning Mistakes
Are You Paying Attention To Your Biggest Assets?
Life Events That Spark Major Changes
Coronavirus Update
Financial Truths
What's Bugging Charles?
Who Really Pays Income Taxes?
The SECURE Act Passed - Now What?
The Ins And Outs Of Mutual Funds
Your Financial Advisor Must Have These Traits
Top 5 Social Security Misunderstandings
Avoiding Critical Estate Planning Mistakes
It’s Good To Have Awkward Conversations
Retirement Constants That Affect Everyone
What Flying Teaches Us About Retirement
Even Responsible Savers Make Mistakes
Busting The Biggest Financial Myths
Why Are You Making Excuses For Sticking With The Wrong Advisor?
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