Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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Offence or Defense?
MP3•Episode home
Manage episode 219000487 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
When it comes to growing your money - should you play offense or defense? MWA advisor, Alan Mercurio and host, Randy Cook, tackle the pros and cons of both. A defense cannot earn more money, you cannot just save your way to wealth. They touch on 3 steps to playing a smart offense for growth: Set a goal. Determine your financial target. Income. Who’s got your money? Find where it is so you can get it. Earn it. Invest. Find something to invest in that will reproduce money. That said, playing a smart defense and setting up certain protections and insurances, should there be another market correction as seen in past Octobers, like Black Monday in 1987 where the DOW dropped 22% of its value in a single day, could also stave off losses. While you wouldn't necessarily gain anything, you might not lose anything either. Don't forget - November is approaching and that means Open Enrollment for healthcare. If you are signing up for Medicare for the first time check out THESE FAQs to help get you started.
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209 episodes
MP3•Episode home
Manage episode 219000487 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
When it comes to growing your money - should you play offense or defense? MWA advisor, Alan Mercurio and host, Randy Cook, tackle the pros and cons of both. A defense cannot earn more money, you cannot just save your way to wealth. They touch on 3 steps to playing a smart offense for growth: Set a goal. Determine your financial target. Income. Who’s got your money? Find where it is so you can get it. Earn it. Invest. Find something to invest in that will reproduce money. That said, playing a smart defense and setting up certain protections and insurances, should there be another market correction as seen in past Octobers, like Black Monday in 1987 where the DOW dropped 22% of its value in a single day, could also stave off losses. While you wouldn't necessarily gain anything, you might not lose anything either. Don't forget - November is approaching and that means Open Enrollment for healthcare. If you are signing up for Medicare for the first time check out THESE FAQs to help get you started.
…
continue reading
209 episodes
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