On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
1:09 - Main Topic: Important Financial Decisions
1:46 - Paying Off The House
6:01 - Life Insurance
8:19 - Deferring Taxes
11:11 - Credit Cards
13:18 - Start Social Security As Soon As Possible
15:56 - Mailbag: Buddy Asks How To Fill Medicare Time Gap
17:49 - Upcoming Workshops
Version: 20241125
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