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
Financial Fact Or Fiction
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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