Episode 084:

Keeping Your Money – Keeping it Real

Keeping your money – keeping it real is the third episode of an 8-part series based on a book I am writing.

  1. Keep it in focus (What are we doing and why are we doing it?)
  2. Keep it global (merit)
  3. Keep it real (average vs. actual) rate of return defined
  4. Keep it working (hep and bank money)
  5. Keep it big (indexed and global)
  6. Keep it all (fees, IULs, Roth conversions and tax stripping)
  7. Keep it collateralized (policy loans)
  8. Keep it in the family (LTC, estate planning, and legacy planning)

Included in this episode:

  • Is your Advisor Being Mean?
  • Real Rate of Return defined: compound growth
  • During the accumulation phase
  • During the distribution phase

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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