Financial Terms & Housing Questions In Retirement

There are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know in today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with its Alpha and Beta ratings to determine how much stock you should buy.

Show Notes

1:24 - Main Topic: Financial Jargon

2:00 - Fiduciary

3:50 - Volatility

5:29 - Risk Tolerance

6:27 - Dollar Cost Averaging

8:26 - Asset Allocation

10:22 - Second Topic: Common Housing Questions

10:50 - Does It Make Sense To Pay Off The House?

12:22 - Signing It Over To A Family Member

15:17 - Reverse Mortgage

17:08 - Mailbag: Tracy Asks What To Do If You’re Too Scared To Put A Plan Together

Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.