Financial Jargon

Financial Jargon

Oakmont

Share Podcast:
Welcome to Financial Jargon, where we aim to break down the wall between you and your financial advisor. Too many advisors speak over their clients' heads by using intelligent-sounding jargon that doesn't truly help. It's time for real conversions that lead to real change. We're here to simplify the financial world and help you become a smarter investor....
Read More
Welcome to Financial Jargon, where we aim to break down the wall between you and your financial advisor. Too many advisors speak over their clients' heads by using intelligent-sounding jargon that doesn't truly help. It's time for real conversions that lead to real change. We're here to simplify the financial world and help you become a smarter investor....
Read More
Episodes (44)
Newest to Oldest
Sort Episodes:

Monte Carlo Simulations

07 May 2021 | 32 mins 58 secs

Monte Carlo Simulati...

07 May 2021 | 32 mins 58 secs

Rate of Return

30 Apr 2021 | 23 mins 55 secs

Rate of Return

30 Apr 2021 | 23 mins 55 secs

Financial Plans

23 Apr 2021 | 19 mins 46 secs

Financial Plans

23 Apr 2021 | 19 mins 46 secs

Entity Selection

16 Apr 2021 | 26 mins

Entity Selection

16 Apr 2021 | 26 mins

4 Stages of Retirement

26 Mar 2021 | 30 mins 24 secs

4 Stages of Retireme...

26 Mar 2021 | 30 mins 24 secs

Stimulus Checks

19 Mar 2021 | 31 mins 50 secs

Stimulus Checks

19 Mar 2021 | 31 mins 50 secs

Benchmarking

05 Mar 2021 | 26 mins 48 secs

Benchmarking

05 Mar 2021 | 26 mins 48 secs

Passive Investing

12 Feb 2021 | 26 mins 53 secs

Passive Investing

12 Feb 2021 | 26 mins 53 secs

Understanding the S&P 500

29 Jan 2021 | 29 mins 34 secs

Understanding the S&...

29 Jan 2021 | 29 mins 34 secs

Stimulus Part Deux

22 Jan 2021 | 23 mins 41 secs

Stimulus Part Deux

22 Jan 2021 | 23 mins 41 secs

Beneficiary Designations

15 Jan 2021 | 24 mins 52 secs

Beneficiary Designat...

15 Jan 2021 | 24 mins 52 secs

Understanding Net Worth

08 Jan 2021 | 25 mins 58 secs

Understanding Net Wo...

08 Jan 2021 | 25 mins 58 secs

Power of Compound Interes...

11 Dec 2020 | 24 mins 05 secs

Power of Compound In...

11 Dec 2020 | 24 mins 05 secs

Mindset and Conversion wi...

20 Nov 2020 | 25 mins 28 secs

Mindset and Conversi...

20 Nov 2020 | 25 mins 28 secs

Debt

05 Oct 2020 | 25 mins 33 secs

Debt

05 Oct 2020 | 25 mins 33 secs