Financial Fitness

By 1 on 1 Financial

The Financial Fitness podcast is presented by 1 on 1 Financial, a unique full service financial service, wealth management and insurance protection firm, located in Upland, California.... more

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FAQs about Financial Fitness:

How many episodes does Financial Fitness have?

The podcast currently has 13 episodes available.

Financial Fitness episodes:

September 11, 2019All About Annuities
In our second episode we take a deep dive into the world of annuities - the different types, and the advantages/disavantages to each. Phillip answers the following questions.
What are the different types of Annuities?
What are the tax benefits of an annuity?
Why use an annuity?
What are the advantages?
What investment options do annuities have?
How do we use annuities in our practice?
How do I know if an annuity is right for me?
What happens to my annuity when I pass away?
Resources:
1 on 1 Financial Website
Email 1 on 1 Financial
Call 1 on 1 Financial at 909-981-1720
...more
21min
August 19, 2019 What Makes Us Different
In our first episode, Phillip Board talks about what makes 1 on 1 Financial different, including an explanation of these topics:
What is Modern Portfolio Theory?
Asset Allocation vs Tactical
The bursting of the 2001 Tech Bubble, and resulting fallout
2008 DOW crash- selling out to cash and clients thanking us for only losing 18% of their money.
What is Point & Figure Charting?
Sell side discipline? What does this mean? How do we use it in a clients portfolio?
...more
19min
August 05, 2019 Financial Fitness Trailer
Meet Phillip Board of 1 on 1 Financial in Upland, California. 1 on 1 Financial is a full service financial service, wealth management and insurance protection firm. Phillip explains what makes 1 on 1 Financial different.
...more
2min

FAQs about Financial Fitness:

How many episodes does Financial Fitness have?

The podcast currently has 13 episodes available.