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Assessing Your Financial Literacy
Manage episode 410673302 series 1378231
April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning pillars at Modern Wealth Management, and they play a big role in the other three pillars—estate planning, investment management, and risk management. If you took a financial literacy quiz that covered all four pillars, how do you think you would fare?
Well, we’re glad you asked. It’s a fitting time to take such a quiz considering that April is Financial Literacy month.1 On this episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® are going to take FINRA’s seven-question financial literacy quiz.2 Do you think that you, Dean, and Bud can all ace it?
Zippia Financial Literacy Study: https://www.zippia.com/advice/financial-literacy-statistics/
FINRA Financial Literacy Quiz: https://www.finra.org/financial_literacy_quiz
Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
Examining Bonds in 2024: https://youtu.be/y3M7jdSxNY8
Retirement Plan Checklist: https://bit.ly/3TC512s
Financial Planning Tool: https://bit.ly/43Mj1LH
Meet with Us: https://bit.ly/3xh5P5o
300 episódios
Manage episode 410673302 series 1378231
April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning pillars at Modern Wealth Management, and they play a big role in the other three pillars—estate planning, investment management, and risk management. If you took a financial literacy quiz that covered all four pillars, how do you think you would fare?
Well, we’re glad you asked. It’s a fitting time to take such a quiz considering that April is Financial Literacy month.1 On this episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® are going to take FINRA’s seven-question financial literacy quiz.2 Do you think that you, Dean, and Bud can all ace it?
Zippia Financial Literacy Study: https://www.zippia.com/advice/financial-literacy-statistics/
FINRA Financial Literacy Quiz: https://www.finra.org/financial_literacy_quiz
Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
Examining Bonds in 2024: https://youtu.be/y3M7jdSxNY8
Retirement Plan Checklist: https://bit.ly/3TC512s
Financial Planning Tool: https://bit.ly/43Mj1LH
Meet with Us: https://bit.ly/3xh5P5o
300 episódios
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