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A Whole New World...of Options
Episode 154

A Whole New World...of Options

Renovating Retirement With Charlie Jewett · Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, Investment Advisor Represen

May 31, 201931m 50s

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Show Notes

This is the first of seven Aladdin-inspired episodes. Most people still believe in the three pillars of financial deception which are: 1) Pay off your mortgage 2) Postpone taxes to a later date and 3) Use a diversified portfolio of stocks, bonds and mutual funds. There was a time when that may have made sense but today we have so many better options. In this episode I go over some of these options and discuss how the options for retirees and pre-retirees have changed.

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