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Ep 126: Listen To This If You Need Help Understanding Your Financial Statements

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Content provided by Dave Elizondo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Elizondo 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://ro.player.fm/legal.

The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances?

Let’s spend a little time looking over a financial statement and breaking down some of the terms you might come across.

On today’s show, we’ll share:

  • How accurate are income projections? (2:54)
  • Should we pay attention to disclosures and fine print? (8:07)
  • Is a vested account balance important? (10:25)

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/

  continue reading

99 episoade

Artwork
iconDistribuie
 
Manage episode 353595542 series 2709707
Content provided by Dave Elizondo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Elizondo 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://ro.player.fm/legal.

The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances?

Let’s spend a little time looking over a financial statement and breaking down some of the terms you might come across.

On today’s show, we’ll share:

  • How accurate are income projections? (2:54)
  • Should we pay attention to disclosures and fine print? (8:07)
  • Is a vested account balance important? (10:25)

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/

  continue reading

99 episoade

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