Ep 126: Listen To This If You Need Help Understanding Your Financial Statements
Wealthy Habits Podcast
English - January 26, 2023 10:00 - 20 minutes - 20 MBInvesting Business News Business News 401k advisor ira iowa daveelizondo druekampmann finance financial money quadcities Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 125: Learning From Grandma’s Financial Wisdom
The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances?
Let’s spend a little time looking over a financial statement and breaking down some of the terms you might come across.
On today’s show, we’ll share:
How accurate are income projections? (2:54) Should we pay attention to disclosures and fine print? (8:07) Is a vested account balance important? (10:25)
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