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
Are You Flirtin’ With Disaster?
The Financial Dictionary
This Is Why You Never Assume
Biggest Client Concerns
Innovation Causing Disruption
Retirement Statistics Worth Understanding
Where All My Financial Knowledge Comes From
Understanding The Different Types Of Risk
End Of Year Planning Tasks
A 5 Question Retirement Preparedness Quiz
Is Diversification For Suckers?
Ep 21: The 401(k) FAQs
What Retirees Should Know About Wills & Trusts
Eye Opening Stats Showing How Americans Save
This One’s On The House
Longevity Risk
Financial Issues Particularly Challenging For Women
Are Complicated Portfolios Necessary?
Are You Making These Classic Pre-Retiree Mistakes?
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