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Financial Fact Or Fiction
Manage episode 290055183 series 2367654
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
106 פרקים
Manage episode 290055183 series 2367654
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
106 פרקים
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