Say What You Mean: Decoding The Language Of The Financial World

09/26/24 • 14 min

Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill

In the financial world, some people may use fancy terms or phrases that don’t always mean what you think. But when it comes to managing your money, transparency and honesty are key. You deserve to work with someone who tells it like it is.

Join Tad and Toni as they dig into why it’s important to truly understand the financial tools you're using, the potential downsides of working with large brokerage firms, and how to know when you’ve found the right advisor for you. Plus, we have a little fun as they share some stories, including their love for music and board games.

Here’s what we discuss in today’s show:

The limits of working with a big brokerage firm
Understanding the function of different financial tools
Working with an advisor who clarifies things and makes you feel at ease
Getting to Know Toni and Tad: Road trip playlists and board games

Key Takeaway

“If you’re not working with somebody who clarifies things and makes it simple- if you walk out with a bigger question mark over your head than when you came in, you’re not working with the right person.”

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio

Here’s what we discuss in today’s show:

The limits of working with a big brokerage firm
Understanding the function of different financial tools
Working with an advisor who clarifies things and makes you feel at ease
Getting to Know Toni and Tad: Road trip playlists and board games

Key Takeaway

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio

Previous Episode

The Different Types of Spenders

Everyone’s personality is unique, and this individuality extends to how we spend money. On this episode of Retire With Freedom, Tad and Toni break down the different spending personalities they’ve observed and highlight the common traits that define them.

From the emotional spender, who lets their feelings dictate purchases, to the YOLO spender, who’s always up for a big, flashy buy, they cover a range of behaviors. Do any of these personalities sound like you? Tune in for valuable insights, and discover what kind of spender you might be on this week’s episode.

Here’s what we discuss in today’s show:

Getting caught up in emotional spending.
Who is the YOLO spender?
The savvy spender vs. the miser.

Key Takeaway

“If you’re less than 10 years from retirement, it’s time to get a plan.”

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio

Next Episode

How Retirement Planning and Estate Planning Go Hand in Hand with Anne Moses

Anne Moses with Moses & Moses P.C. is not affiliated with Freedom Financial Group or AEWM.
In this episode of Retire With Freedom, we welcome Anne Moses from Moses & Moses, P.C. to discuss the vital relationship between your financial advisor and estate planner. It takes a village to get your retirement in order and to ensure you’re leaving your children a legacy that’s a blessing rather than a burden. That’s where the expertise of both your financial advisor and estate planner comes into play.

Anne breaks down how she uses an estate planning questionnaire to help her clients figure out what they want their legacy to be, and how that connects to retirement planning. She also joins Tad and Toni to discuss the importance of setting up trusts and when to consider them, ensuring that your assets are distributed according to your wishes.

Here’s what we discuss in today’s show: