Ep 107: Going Against The Grain
Wealthy Habits Podcast
English - September 15, 2022 09:03 - 22 minutes - 21.8 MBInvesting Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 106: How Procrastination Dooms Your Financial Future
Next Episode: Ep 108: Planning For Retirement’s Uncertainties
Buckle up! We’re going against the grain today and sharing some financial advice we disagree with and why.
As advisors, our job is not to be your best friend. We share tough love and help you get where you want to be financially.
It can be hard for people to go against the grain and do something different, but it’s important to know that not all financial advice suits everyone the same.
On today’s show, we’ll share:
The appropriate amount of risk for a retiree or pre-retiree (3:39) Appropriate use of life insurance (6:48) Whether to pay off your house (10:56) Appropriate use of annuities (14:22) How much money to have in cash (19:13)For more, visit us online: http://truefinancialpartners.com