Retirement Elevated Podcast with Sean Lee

Busting the Biggest Financial Myths

September 19, 2019

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: