Straight To The Point:

Financial planning is confusing enough when everything is communicated directly, but a new layer of complication gets added when professionals speak in code.

On this episode of podcast, we’re cutting through all of the crap to help you better understand the meaning behind the message. We’ll do that by sharing five different things you might hear in the financial world and tell you what they’re really trying to tell you.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.


2:49 – Market Corrections

4:26 – Stocks

8:03 – Setting parameters and expectations

9:44 – Fee structures

12:15 – Financial Designations

15:52 – Making Planning Too Confusing


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

The Toolkit:

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Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.