Episode 038:

Financial Tic Tac Toe Introduction

This show starts a four-part series on the Financial Tic Tac Toe Grid. It is important for you to know, before you go shopping for each tool you are going to use in your retirement plan, in what order of importance you should rank Liquidity, Safety, Rate of Return and Tax Treatment. This grid will show you!

Included in this episode:

  • Check-out the Grid on Instagram @Charlie.Jewett
  • What is important about IN-Crease Accounts, IN-Come Accounts, and IN-Case Accounts
  • Liquidity, Safety, Rate of Return, Tax-Free Adjustments
  • Emergency Funds, Guaranteed Income, Growth Money
  • These existing tools in the market
  • Financial Nutritional Planning – use all the different tools to take care of you
  • You can not cover the 5 lives of Retirement (Long Life, Short Life, Rough Life, Sick Life and into the Next Life) just using Securities
  • In Order what is important
    • In your IN-Case Account
    • In your IN-Come Accounts
    • In your IN-Crease Accounts


Important links:


Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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