Retirement Elevated Podcast with Sean Lee

Busting the Biggest Financial Myths

In the financial world, there are a lot of myths out there. Do you know what’s a myth (and what’s a bust) when it comes to these commonly held beliefs?

Today's show: 

2:48 - Myth or bust: Shifting from stocks to bonds removes the volatility from your portfolio.

4:55 - Myth or bust: Once you’ve retired, life insurance is no longer necessary.

7:14 - Myth or bust: You’re going to need less income when you retire than you need when you’re working.

8:40 - Myth or bust: You’ll be in a lower tax bracket when you retire.

10:17 - Myth or bust: Financial planning is easy to do without a professional thanks to the technology available.

Get the full show notes and additional resources here:

Common Reasons People Stick the Wrong Financial Advisor

Picking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many reasons cause can lead to this, but we often justify our decisions with a few common excuses. Let’s look at some of the common ones we hear from clients.

Check out the full show notes for this episode by clicking hereRead the rest of this entry »

Podbean App

Play this podcast on Podbean App