Mark’s Unpopular Opinions

16/05/2024 12 min Episodio 174
Mark’s Unpopular Opinions

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Episode Synopsis

In the realm of personal finance, there's no shortage of advice- some of it good, some of it not so much. Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.
Let’s discuss some areas where Mark’s opinions might not be popular with other people in the financial industry...
 
Here’s what we discuss in today’s show:
The appropriate amount of risk for a retiree or pre-retiree
The appropriate use of life insurance
How to handle debt
Whether or not to pay off the house
The appropriate use of annuities
The appropriate use of mutual funds
How much money to have in cash

 
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520.512.8832
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