Cut The Crap Retirement Show

Financial Planning Under President Biden

Now that the first 100 days of President Biden is in the books, what needs to be on your radar in terms of financial planning? Chris shares his thoughts on some key policy proposals and what it could mean to clients. 

 

Read more and get additional financial resources here: https://pffirm.com/2021/06/financial-planning-under-president-biden/ 

 

What we discuss on this episode: 

1:11 – What we’re hearing from clients

3:03 – Stimulus spending

8:37 – Infrastructure plan

12:13 – Capital Gains Tax Increase

13:40 – International relations

15:16 – Green New Deal

What You Really Meant to Say Was…

Have you ever been speaking with a financial professional and felt like they were speaking in code? Today we’ll look at a few examples of what you might hear someone say and break the code by telling you what they really meant.

 

Read more and get additional financial resources here: https://pffirm.com/2021/06/what-you-really-meant-to-say-was/ 

 

What we discuss on this episode: 

2:49 – Market Corrections

4:26 – Stocks  

8:03 – Setting parameters and expectations

9:44 – Fee structures  

12:15 – Financial Designations

15:52 – Making Planning Too Confusing  

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