Ep17 - "The Index Card" by Olen & Pollack (p. 2016) w/ guest Dr. Ohan Kayikchyan, CFP

#BLUFFbooks 📚 — "The Index Card" by Helaine Olen & Harold Pollack  (p. 2016)

Subtitle:  Why Personal Finance Doesn't Have to Be Complicated

 💡Big Ideas Below: ⬇️

📇 1. Avoid Unforced Errors - Just do the basics (401k match, index investing, not shopping, etc). 

📇 2. Life Comes At You Fast - Don't kid yourself, you or any member of your household can become old or disabled. 

📇 3. Beware of Products You Don't Understand - A fiduciary advisor will educate you, not pressure you.

📇 4. Safety Nets Still Give Ropeburn - We should all be grateful for social security, food stamps, & medicare. But they're meant to be a last resort. 

 

Tweet Share

Email

The show team

Ian Gates

Previous episode

Ep16 - "The Financial Empowerment Handbook" (p. 2023) by David Gatchell, Entrepreneur

The #BLUFFbooks Podcast - Hosted by Ian Gates (20240405)

Next episode

Ep18 - "Misbehaving" by Richard Thaler (p. 2015) w/ guest Todd Stankiewicz, CFP & ABFP

The #BLUFFbooks Podcast - Hosted by Ian Gates (20240420)

About #BLUFFbooks Podcast

A podcast by Ian Gates

Book Reviews for Building, Leading, & Understanding Financial Freedom (BLUFF)

Check out all the episodes of #BLUFFbooks Podcast

Episode comments

Subscribers 1

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

What do you think about this episode? Leave a comment!

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

• Insert image from URL

×

• Desktop
• Tablet
• Phone

• Add your comment