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Episode 19: “Hunerd Dollar” Wordapalooza

Aug 12, 2019

There are a ton of acronyms used in financial planning and it can be confusing. Nate makes an attempt at humor by giving a rundown of the many acronyms he often comes across.

Here are just a handful of the things that we'll discuss:

  • Ultimately, people just want someone that will speak their language and help with all their retirement concerns:
    • When can I retire?
    • Am I going to run out of money?
    • If something happens to me, is my spouse going to be okay?
  • Nate’s planning process, The CPR Retirement Rescue Roadmap, attempts to give you answers to all of those questions in a way that is easily understood.

Glossary

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