Sep 9, 2021
Sometimes the easiest way to learn about something is to make it really simple. There are a lot of assumptions out there about finances, so let’s take some time to clear those up. Like the true/false tests you might have taken back in grade school, let’s play a round of fact or fiction to test your financial planning acuity.
Read more and get additional financial information: https://lifemoneyshow.com/podcast/ep-18-financial-fact-or-fiction-roths-trusts-and-life-insurance/650/
Market Watch:
Key Points:
3:20 – Roth 401k
5:30 – Trust
7:17 – Life insurance
9:23 – Annuities
11:18 – Social Security