Financial Choices Matter

Financial Choices Matter header image 1

Retirement Constants That Affect Everyone

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

Show Notes:

2:13 - Retirement Constants That Affect Everyone

2:34 - Retirement Constant #1: Inflation

4:45 - Retirement Constant #2: Rising Taxes

6:37 - Retirement Constant #3: Market Volatility

9:15 - Retirement Constant #4: Healthcare

11:54 - Mailbag Question from Sally: "Are fees and commissions the same thing?"

13:48 - Mailbag Question from Lucy: "How often should I meet with my advisor?"

15:59 - Getting To Know Charles: What is your favorite movie genre?

What Flying Teaches Us About Retirement

There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap into your seat and let's take a trip with Charles.

Show Notes:

0:56 - What Flying Teaches Us About Retirement

2:11 - Lesson #1: Flight Plan

4:26 - Lesson #2: Turbulence

7:31 - Lesson #3: Air Traffic Control

11:13 - Mailbag Question from Tom: Term vs. Whole Life Insurance

13:41 - Getting To Know Charles: What job would you be terrible at?