• Retirement Half-Truths: Beware These Potentially Misleading Statements (Part 1)

  • Sep 26 2024
  • Duración: 28 m
  • Podcast

Retirement Half-Truths: Beware These Potentially Misleading Statements (Part 1)

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story.

    Join us for part one of this discussion as we cover common misconceptions about market losses, portfolio fees, mortgage interest, diversification, and bonds. We’ll provide insights on why these half-truths can be misleading and how to navigate them for better financial planning.

    Here’s what we discuss in this episode:

    • Half-truth #1: The market always goes up in the long run, so don’t worry about individual losses.
    • Half-truth #2: The fees in your portfolio are less than 1 percent.
    • Half-truth #3: If you have a low interest mortgage, you’re better off investing than paying off the house early.
    • Half-truth #4: Diversification is THE key to investing.
    • Half-truth #5: Bonds will significantly reduce the risk in your portfolio.

    Data referenced in this article:

    https://interactfa.com/the-index-matrix-app/

    https://www.upmyinterest.com/bloomberg-us-aggregate-bonds/

    Learn more: https://caffeinecashflow.com/

    Get in touch with Michael-

    Web: https://www.westpacwealth.com/team/michael-schulte

    Email: michael.schulte@westpacwealth.com

    Phone: 702-767-4897
    Más Menos
Más Menos

Lo que los oyentes dicen sobre Retirement Half-Truths: Beware These Potentially Misleading Statements (Part 1)

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles