Business
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