Equipping Points:
There are a number of financial ideas that people have differing opinions on. Eric shares today which of these he agrees with or disagrees and why. From paying off the house to having life insurance after you retire, each of these financial concepts will give you something to consider as you compare to what you’re doing. What about annuities or individual bonds?
Many of these tools can be wonderful if used correctly. It all comes down to what your plan is and how different financial products and strategies fit within your financial plan and goals.
Here’s some of what we discuss in this episode:
- Should you pay off your house as soon as you can?
- Individual bonds better than bond funds?
- Do you need life insurance after you retire?
- Is it better to have a fee-based advisor?
- Are annuities rip-offs?
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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The host: Eric Peterson - Contact - Call: (515) 226-1500
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