The Financial Answer
Episodes
Thursday May 27, 2021
Understanding Your Financial Statements
Thursday May 27, 2021
Thursday May 27, 2021
Whether you receive a statement monthly or quarterly, your financial statements might seem difficult to read. Maybe you look at it or just toss it in a drawer to figure it out later. Many people start to pay close attention to it as they near retirement. On today’s episode of the podcast, we talk about what you should be looking at.
Read more and get additional financial resources here: https://wp.me/paIiUZ-iK
What we discuss on this episode here:
0:47 - Enjoy celebrating Memorial Day!
1:37 - Reading the fine print on your financial statement.
4:03 - What is the asset allocation summary?
5:38 - What about those fees?
7:32 - What are some hidden fees in regular life?
9:16 - What is cost basis?
10:08 - What fine print gets overlooked?
Thursday May 06, 2021
Reading the Financial Fine Print
Thursday May 06, 2021
Thursday May 06, 2021
Do you read the fine print when it comes to investments and financial decisions? On today’s podcast we talk through key areas that people tend to overlook and are in for a surprise later on.
Read more and get additional financial resources here: https://wp.me/paIiUZ-iC
What we discuss on this episode:
2:46 - Rate increase on long-term care insurance.
5:05 - Do you know what your annuity entails?
7:57 - Mutual funds that tanked.
9:47 - Life insurance got expensive after 65.
12:21 - REITs aren’t liquid?