Ep17 - "The Index Card" by Olen & Pollack (p. 2016) w/ guest Dr. Ohan Kayikchyan, CFP episode artwork

EPISODE · Apr 15, 2024 · 30 MIN

Ep17 - "The Index Card" by Olen & Pollack (p. 2016) w/ guest Dr. Ohan Kayikchyan, CFP

from #BLUFFbooks Podcast · host Ian Gates

#BLUFFbooks 📚 — "The Index Card" by Helaine Olen & Harold Pollack  (p. 2016)Subtitle:  Why Personal Finance Doesn't Have to Be Complicated 💡Big Ideas Below: ⬇️📇 1. Avoid Unforced Errors - Just do the basics (401k match, index investing, not shopping, etc). 📇 2. Life Comes At You Fast - Don't kid yourself, you or any member of your household can become old or disabled. 📇 3. Beware of Products You Don't Understand - A fiduciary advisor will educate you, not pressure you.📇 4. Safety Nets Still Give Ropeburn - We should all be grateful for social security, food stamps, & medicare. But they're meant to be a last resort.  

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Ep17 - "The Index Card" by Olen & Pollack (p. 2016) w/ guest Dr. Ohan Kayikchyan, CFP

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