April 11, 2022

Am I Going To Be Okay?

25 minutes

We've realized that there are only 2 questions in financial planning that really matter.

The first one is "Am I Going To Be Okay?"

We discuss:

Having some money completely removed from harm’s way

“Conservative” is not always Safe.

Bond Funds, Yield Products, Real Estate, Frankenstein Funds

Return OF my money, Risk Free: CD,TSY,Muni,Pensions

Removing Friction Points: Risk, Costs, Taxes is making money

Cash Reserves = NO scared money invested

Holy Grail + if it can’t be explained to spouse shouldn’t be in your house

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By Jackson Wood