Financial Choices Matter

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Cracking Open The Financial Dictionary

Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them.

Show Notes: 

3:06 - Main Topic: Financial Dictionary 

3:35 - Accelerated Death Benefit 

4:21 - AGI 

5:28 - Fundamental Analysis

6:09 - Margin Account 

7:11 - High Yield/Junk Bonds 

9:31 - Sammantha Asks, “Should I Let The Kids Know About Our Plans To Leave An Inheritance?” 

11:25 - What”s Buggin’ Charles? 


Traditional IRA Vs. Roth IRA

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Show Notes: 

1:23 - Headline: More Than 25% Of Americans Are Raiding Their Retirement Accounts Because Of COVID-19

4:16 - Traditional IRA Vs. Roth IRA - The Basic Definitions

5:10 - Why Are So Many In The Traditional Account?

6:11 - Is The Current Tax Environment We’re In A Catalyst For More People Wanting To Do Roth Conversions?

8:04 - Who Should Be Contributing To A Roth?

8:23 - Who Should Not Be Contributing To A Roth?

10:14 - Marshall Wonders If Paying The Penalty To Take Out His Variable Annuity Is Worth Avoiding The High Fees

12:37 - What’s Buggin’ Charles?

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