Episode 87
Chunks and Streams of Money
Renovating Retirement With Charlie Jewett · Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, Investment Advisor Represen
February 28, 201721m 37s
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Show Notes
You have two types of money in your life: chunks of money and streams of money. What do you do with each? What are the options? How do you optimize each one? What about Qualified Money vs. Non-Qualified, After Tax money? In this episode I'll give you my thoughts after 12 years and reviewing over 1,000 financial plans.
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