There's a lot going on in the financial industry. In today's episode, Charles is going to address some of the things that are driving him crazy in the community, from the plethora of confusing financial designations to the lack of attention given to long-term care planning. At the end of the episode, Charles answers a listener question about combining finances and discusses the importance of financial communication in a relationship.
Show Notes:
1:05 - Main Topic: What’s Buggin’ Charles?
1:54 - Designations
6:11 - Not Enough Emphasis On Long Term Care Conversations
17:54 - Mailbag: Valerie Asks For Advice On Combining Finances
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Making Bad Financial Assumptions
Risky, But Popular, Investments
Counterintuitive Pieces Of Financial Guidance
The Important Things You Should Know About 401(k) Rollovers
Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?
The Silent Killer (of Retirement): Inflation
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