Do you read the fine print when it comes to investments and financial decisions? On today’s podcast we talk through key areas that people tend to overlook and are in for a surprise later on.
Read more and get additional financial resources here: https://wp.me/paIiUZ-iC
What we discuss on this episode:
2:46 - Rate increase on long-term care insurance.
5:05 - Do you know what your annuity entails?
7:57 - Mutual funds that tanked.
9:47 - Life insurance got expensive after 65.
12:21 - REITs aren’t liquid?
2021: This Is The Year (No Matter What)
Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Financial Planning By Profession
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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