Clearing Up Some Common Financial Half-Truths

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 Mike as he goes over some common financial half-truths to try and help clear some things up and put your mind at ease.

From the myth that the market always goes up in the long run to misconceptions about 401(k) fees and bonds, Mike provides clarity on ten widely believed financial statements. Tune in to learn why diversification isn’t a foolproof strategy, the realities of Medicare and Social Security, and why you need a comprehensive retirement plan even if you plan to work through retirement.


Here’s some of what we discuss in this episode:

Knowing how much you are paying in fees.

Weighing whether to invest or finish paying off a low-interest mortgage early.

Planning for retirement even when you plan to work through your retirement.

Healthcare needs during retirement.


If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.


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