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www.PCBFinancial.compisode 1 Show Content:
3 Stages of Your Financial Life:
00:55 Accumulation Stage
03:00 Preservation Stage
05:10 Distribution Stage
Diversification Explained:
07:00 Diversification - how building your dream home is the perfect analogy for planning your retirement, down to the foundation, the roof, and the walls.
09:00 The Foundation - safer investments like CDs, annuities, and possibly government bonds
10:00 The Roof - higher risk and returns, money you can afford to lose, like stocks, ETFs, mutual funds, Venture Capitalists, and more.
11:30 The Walls - your "insulation" from market volatility- additional cash flow, inflation protection, such as real estate investment trusts.
Choosing Your Financial Advisor
14:00 Choosing a Financial Advisor - it's not personal, it's a business decision!
15:00 As you change stages in your financial life, you may "graduate" to a new advisor.
16:30 Why to ask them, "Have you contributed to the financial media, or are you an author on this subject?"
18:00 What is a "captive advisor" and why should you avoid them?
