EPISODE · Apr 15, 2021 · 21 MIN
Financial Fact Or Fiction
from Financial Choices Matter · host Charles Scott
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
What this episode covers
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
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Financial Fact Or Fiction
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