Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:21 - How Would Charles Would Advise Warren Buffett
4:53 - Your Social Security Is Taxable
6:05 - Taxes Will Likely Be Lower in Retirement
9:05 - Term Life Insurance Is Better Than Whole Life Insurance
11:14 - Medicare Will Cover Most Of Your Needs In Retirement
13:27 - The Older We Get, We Should Shift From Stocks To Bonds
17:34 - Mailbag: Andy Asks How Much Of Your Portfolio Is It OK To Have In One Stock
Why Retirement Planning Ain’t What It Used To Be
Do You Concur? Picking Sides In Important Financial Debates
The Potential Forgiveness Of Student Loans Being Proposed
The New Assessment Of The Costs Of Healthcare In Retirement
Life Insurance & Retirement Statistics
Financial Terms & Housing Questions In Retirement
Understanding Financial Jargon: Advisor Designations & Definitions
When Guessing At Retirement’s Most Important Questions Goes Wrong
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Who Even Needs A Financial Advisor?
What They’re Saying: 2022 Economic Predictions
Retirement Potpourri: Fill In The Blank
22 Resolutions for 2022, Part 2
22 Resolutions for 2022, Part 1
Quit Cutting Corners In Financial Planning
Retirement Jigsaw Puzzle
Financial Temptations
Income Planning Essentials
How Age & Wisdom Play Into Financial Planning
Summer Break & Inflation
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