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/

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