On this episode, we’re going to break down five different acronyms and concepts that you’ve probably heard of but might not completely understand. Here’s what we’ll cover today:
The most important thing about any decision you make in financial planning is that you completely understand it, and that’s what we’re hoping this show will help you do.
Here is some of what you will learn in this episode:
· What is an RMD and why does it matter to you?(2:51)
· How the SECURE Act 2.0 could change RMDs.(7:53)
· How FRA affects your Social Security. (10:54)
· Investing in ETFs compared to mutual funds.(12:33)
· What is a 60/40 portfolio? (19:42)
WAYS TO CONNECT:
Do you need financial guidance? Go to https://bulmanwealth.com/scott-vlahon to connect.
You can also reach the team by phone at (916) 458-8199.
And book a 30-minute discovery call with the team here: https://bit.ly/3yukJD0