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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

Episode metadata supplied by the publisher feed · Published Apr 15, 2021

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Financial Fact Or Fiction

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