Money Talks: Financial Acronyms - podcast episode cover

Money Talks: Financial Acronyms

Jan 07, 202048 min
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Episode description

Is your IRA   

made up of CDs, LLCs,        

or invested in the NASDAQ?

Do you pay PMI            

on your FHA loan?

What do all these acronyms mean? Our CFAs         

talk about some of these questions and take your personal finance calls.


Calls:

  • What affect do recent events have on oil company stock prices?
  • How much of one company's stock to hold in your portfolio?
  • When to take retirement account required minimum distributions (RMD) in light of the SECURE Act ( Setting Every Community Up for Retirement Enhancement)
  • Listener wants to decide when to retire and how to change their investment strategy
  • What's an Index Fund?

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