Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Decoding Your Advisor's Financial Jargon

44:29
 
Share
 

Manage episode 511465270 series 3688180
Content provided by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Have you ever sat down with a financial advisor and felt like they were speaking a foreign language? Too often, industry jargon gets in the way of clarity. What sounds like everyday terms to advisors - "25 basis points" instead of "0.25%," "alpha and beta" instead of "risk and return," or "Monte Carlo simulations" when talking about withdrawal strategies - can leave the average person confused and frustrated ("are we gambling here?").

In this episode, we translate the jargon into plain English, break down what these terms actually mean, and explain why clear communication is essential when planning for retirement. Listen in.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

Find us at:

https://www.providencefinancialinc.com

Get to know Anthony:

https://anthonysaccaro.com

Anthony's book:

https://morelifethanmoneybook.com

Amazon Author Page:

https://amazon/author/anthonysaccaro

YouTube:

https://www.youtube.com/c/AnthonySaccaro/featured

Radio:

https://www.providencefinancialradio.com

Yelp:

https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills

Facebook:

https://www.facebook.com/Providence.FinancialInc/

Twitter:

https://twitter.com/AnthonySaccaro

LinkedIN:

https://www.linkedin.com/in/anthonysaccaro/

  continue reading

421 episodes

Artwork
iconShare
 
Manage episode 511465270 series 3688180
Content provided by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Have you ever sat down with a financial advisor and felt like they were speaking a foreign language? Too often, industry jargon gets in the way of clarity. What sounds like everyday terms to advisors - "25 basis points" instead of "0.25%," "alpha and beta" instead of "risk and return," or "Monte Carlo simulations" when talking about withdrawal strategies - can leave the average person confused and frustrated ("are we gambling here?").

In this episode, we translate the jargon into plain English, break down what these terms actually mean, and explain why clear communication is essential when planning for retirement. Listen in.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

Find us at:

https://www.providencefinancialinc.com

Get to know Anthony:

https://anthonysaccaro.com

Anthony's book:

https://morelifethanmoneybook.com

Amazon Author Page:

https://amazon/author/anthonysaccaro

YouTube:

https://www.youtube.com/c/AnthonySaccaro/featured

Radio:

https://www.providencefinancialradio.com

Yelp:

https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills

Facebook:

https://www.facebook.com/Providence.FinancialInc/

Twitter:

https://twitter.com/AnthonySaccaro

LinkedIN:

https://www.linkedin.com/in/anthonysaccaro/

  continue reading

421 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play