• Retirement Half-Truths: Beware These Potentially Misleading Statements (Part 1)

  • 2024/09/26
  • 再生時間: 28 分
  • ポッドキャスト

Retirement Half-Truths: Beware These Potentially Misleading Statements (Part 1)

  • サマリー

  • We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story.

    Join us for part one of this discussion as we cover common misconceptions about market losses, portfolio fees, mortgage interest, diversification, and bonds. We’ll provide insights on why these half-truths can be misleading and how to navigate them for better financial planning.

    Here’s what we discuss in this episode:

    • Half-truth #1: The market always goes up in the long run, so don’t worry about individual losses.
    • Half-truth #2: The fees in your portfolio are less than 1 percent.
    • Half-truth #3: If you have a low interest mortgage, you’re better off investing than paying off the house early.
    • Half-truth #4: Diversification is THE key to investing.
    • Half-truth #5: Bonds will significantly reduce the risk in your portfolio.

    Learn more: https://caffeinecashflow.com/

    Get in touch with Michael-

    Web: https://www.westpacwealth.com/team/michael-schulte

    Email: michael.schulte@westpacwealth.com

    Phone: 702-767-4897

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あらすじ・解説

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story.

Join us for part one of this discussion as we cover common misconceptions about market losses, portfolio fees, mortgage interest, diversification, and bonds. We’ll provide insights on why these half-truths can be misleading and how to navigate them for better financial planning.

Here’s what we discuss in this episode:

  • Half-truth #1: The market always goes up in the long run, so don’t worry about individual losses.
  • Half-truth #2: The fees in your portfolio are less than 1 percent.
  • Half-truth #3: If you have a low interest mortgage, you’re better off investing than paying off the house early.
  • Half-truth #4: Diversification is THE key to investing.
  • Half-truth #5: Bonds will significantly reduce the risk in your portfolio.

Learn more: https://caffeinecashflow.com/

Get in touch with Michael-

Web: https://www.westpacwealth.com/team/michael-schulte

Email: michael.schulte@westpacwealth.com

Phone: 702-767-4897

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