Straight To The Point:

All you have to do is look at the name of our podcast to understand that we don’t take everything too seriously. It’s okay to have a little fun and keep things light-hearted.

So let’s do just that on this episode by telling you some (we think) funny financial jokes that have an underlying lesson on planning that we can discuss along the way. We’d argue there’s not much better than a good dad joke so come join us for a few.

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


2:16 – Credit Card Debt

5:39 – Bonds

7:32 – Balances

10:06 – Investing

11:45 – Stock Market volatility

16:25 – Retirement age


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

The Toolkit:

***Click the box to get it!

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.