Financial Choices Matter

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Understanding The Different Types Of Risk

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

1:38 - Main Topic: The Different Types Of Risk

2:17 - Market Risk

3:29 - Inflation Risk

5:01 - Tax Rate Risk

5:44 - Longevity Risk

10:04 - Mailbag: Ellen Asks If She Should Refinance Her Mortgage

15:24 - Getting To Know You: How Did You Decide On Your Children’s Names?

End Of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

2:40 - Main Topic: End Of Year Planning

2:55 - Should We Be Maxing Out Our Retirement Contributions?

3:48 - Reviewing The CARES Act

5:04 - Tax-Loss Harvesting

5:33 - Evaluating Tax-Deductible Charitable Contributions

7:45 - Roth Conversions

10:05 - What’s A CFP & RIA?

14:07 - Mailbag: What’s Your Opinion On Flipping Houses As An Investment Strategy?

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