Money Wisdom

Dropping Financial Truth Bombs


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A lot of commonly held financial beliefs might not be as accurate as you’d like to believe. Joel will drop the truth on this episode and maybe open your eyes to a few things you weren’t aware of. 

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/?p=5410 

 

Today's show schedule:

0:36 – Bonds aren’t always as great for retirees as people think.  

1:32 – Income tax rates are currently close to historical lows.

2:21 – The hardest part of investing is managing your own behavior.  

3:28 – Just because you’re an expert in one area doesn’t mean you’re an expert with money.

6:30 – You probably have more risk in your portfolio than you realize.

7:21 – Mailbag Question #1: My primary retirement concern is rising taxes down the road. Does that mean all of my retirement savings should be going into Roth?

8:39 – Mailbag Question #2: At this point in my life I’m not interested in making my portfolio much bigger. I just want to protect what I have. Is that short-sighted?

10:02 – Set up your visit and get your customized Money Map.

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Money WisdomBy Johnson Brunetti

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