About this episode
We've realized that there are only 2 questions in financial planning that really matter.
The first one is "Am I Going To Be Okay?"
We discuss:
- Having some money completely removed from harm’s way
- “Conservative” is not always Safe.
- Bond Funds, Yield Products, Real Estate, Frankenstein Funds
- Return OF my money, Risk Free: CD,TSY,Muni,Pensions
- Removing Friction Points: Risk, Costs, Taxes is making money
- Cash Reserves = NO scared money invested
- Holy Grail + if it can’t be explained to spouse shouldn’t be in your house
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