Jun 12, 2020
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.