Grading Your Financial Competency

Retire With Integrity Podcast with Brian Bowen

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2y ago 24:45

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It’s quiz time! How would you grade your financial competency? Join us as we ask some critical questions when it comes to your finances. Stay tuned and test your knowledge by seeing how many of these questions you can answer! At the end of this episode, Brian will also answer a few questions from the mailbag.

Here are the quiz questions as well as two questions Brian answers from the mailbag:

Do you know how much you have? (0:29)
Do you know how much risk you have? (5:37)
Do you know what you’re paying in fees? (8:25)
Mailbag: I’m a beneficiary of my sister’s life insurance, but her ex says it should be his. (11:07)
Mailbag: Is it true that I need 15-20 times my annual salary saved to retire comfortably? (18:58)

Get Additional Information: https://financialplanningva.com/podcast/

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