On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

1:09 - Main Topic: Important Financial Decisions

1:46 - Paying Off The House

6:01 - Life Insurance

8:19 - Deferring Taxes

11:11 - Credit Cards

13:18 - Start Social Security As Soon As Possible

15:56 - Mailbag: Buddy Asks How To Fill Medicare Time Gap

17:49 - Upcoming Workshops