Defining Common Terms and Outlining Situations for Financial Planning

DAK Financial Podcast by DAK Financial Group, LLC

Nov 1, 201810:23Business

This week, we're talking with Dave and Elena about the common terms and situations that come up when planning your retirement. What are popular places to hold retirement monies in today's volatile market? An IRA What are...

Related Episodes

Continue listening to more episodes from DAK Financial Podcast.

Modern Day Life Insurance

Nov 27, 2018 - 08:03

This week, Dave explains what he means by "modern day life insurance" and why it's important for you to k...

Balancing Investments and Long-Term Care

Nov 16, 2018 - 09:36

When it comes to your retirement, balancing investments when you have multiple streams of income is vital...

Discussing Retirement Risks: Longevity, Medical Expenses, Investments, and the Death of a Spouse

Sep 18, 2018 - 10:41

This week, we're discussing various retirement risks like longevity, medical expenses, and the death of a...

How to Prepare for your Retirement - A Case Study

Sep 4, 2018 - 12:20

Takeaways: Be sure your financial advisor is asking the right questions 1. What is your definition of hel...

How to Avoid a Negative Sequence of Returns

Aug 3, 2018 - 15:00

Some things we talk about in this episode: When you take money out on a regular basis and assets decline,...

How to Be Successful During the Distribution Phase of Your Retirement

Jul 19, 2018 - 21:02

Some things we discuss in this episode: Distribution phase of retirement - The time in your life when you...

Why You Should Have a Financial Planning Checklist If You Don't Already Have One

Jul 3, 2018 - 10:31

Some things we talk about in this episode: Financial Planning Checklist that gets you from point A to poi...

The Nature of an IRA and Why You Should Understand How it Works

Jul 3, 2018 - 13:10

Some things we discuss in this episode: Individual retirement account – federal government giving you a t...