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In this episode, we ask:
- Are bonds safer than stocks?
- Are you rethinking your philosophy towards finances?
- Do you watch financial advice on TV?
- What is a blend of stocks and bonds?
- Why do people believe in the blend of a 60/40 split?
- What is asset allocation?
- What does it mean when something is negatively correlated?
- What is the 100 minus age rule?
- What is a declining equity glide path?
- Which option gives the worst outcomes?
- Do you have a target date fund inside of your retirement funds?
- Are bonds really the safe money alternative?
- What about falling interest rates?
- How do bonds work?
- How do bond prices improve?
- Do bonds have risk?
- What happens when interest rates go up?
- What is the key question driving investors?
- Do you have a 401(k) or an IRA?
- What about the risk?
- Why do you expect the stock market to get you a better return than a savings account?
- How are bonds like loans?
- Are interest rates likely to go up?
- Do you want to put money in something that’s “at the top”?
- How can you know what’s most likely to happen with interest rates?
- What happens when interest rates go up?
- What happens with bond principal in relation to interest rates?
- Can we control interest rates?
- What about the “deadline” on the bond?
- What happens with a 1% increase?
- What happens with a 2% increase?
- How does the risk go up?
- What else can we do?
- What about the volatility?
- What about the risks baked into bonds?
- What happens if a bond is called?
- Would you like to reach out?
- What are some alternative to bonds?
- What is recurring premium whole life insurance?
- What happens with compounding?
- What happens when you need cash, with liquidity?
- What about dollar cost averaging?
- What about guarantees?
- What about annuities?
- What about the tax treatment?
- What about single premium whole life insurance?
- Have you heard Episode 91?
- What about the tax treatment?
- What about the potential penalties?
- What is your risk score and how does it line up with your goals and objectives?
- Would you like to know your risk score?
- Would you like us to run your numbers?
- What are people saying?
- What does a realistic budget look like?
- Let us know at Speakpipe.com/nyafp and we’ll send you a free book!