The Holistic Retirement Podcast

Financial Dictionary

January 21, 2021

The financial world is certainly full of terms and jargon that most people don't understand. So we take time on this episode to discuss a few "key" terms we all hear and what they could mean for you and your plan.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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The Holistic Retirement Podcast

Financial Dictionary

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The Holistic Retirement Podcast

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