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Ep 3: Financial Acronyms & Concepts You Should Know
Manage episode 345445486 series 3402937
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On this episode, we’re going to break down five different acronyms and concepts that you’ve probably heard of but might not completely understand. Here’s what we’ll cover today:
- RMD
- FRA
- ETF
- Compound Interest
- 60/40 portfolio
The most important thing about any decision you make in financial planning is that you completely understand it, and that’s what we’re hoping this show will help you do.
Here is some of what you will learn in this episode:
· What is an RMD and why does it matter to you? (2:51)
· How the SECURE Act 2.0 could change RMDs. (7:53)
· How FRA affects your Social Security. (10:54)
· Investing in ETFs compared to mutual funds. (12:33)
· What is a 60/40 portfolio? (19:42)
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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