IRAs
How many people can be on the same IRA
One
What is a Stock
Fractional ownership in a corporation
What is Matt's Favorite cocktail
Manhattan
True or False: The best way to pay off loan, obligations, and government fine is by pre paid shopping cards
False
True or False: Matt accepts referrals
True
What kind of IRA has tax free withdrawals
Roth
What is a bond
a loan made by an investor to a borrower
What is Matt's Favorite Milk Shake flavor
Mint
How will the IRS contact you if something is wrong
By Mail
true or false: You need to know the amount of funds to be referred to Matt
False
What type of income do you need to qualify for an IRA
Earned
What is a mutual Fund
pool of money managed in diversified portfolio
Most consumed alcoholic drink in the world
Beer 50 billion gallons
True or False: all investments have some sort of risk
True
How can Matt help business owner save for the future
Retirement plans( 401k, SEP, SIMPLE), or investment accounts
What is the max contribution to an IRA for 2026
7,500
Can Matt provide Life Insurance, LTC and Health Insurance for his clients.
no, Just Life Insurance and LTC
Casablanca made what drink famous
French 75
What type of scam is someone sending money to a significant other that they met online but have yet to meet in person?
Sweetheart
True or False: Someone who currently has a financial advisor is still a good referral
Yes, I do second opinions all the time
When was the Roth IRA created
1997
What type of bond is an unregistered fixed-income debt security owned entirely by whoever physically holds the paper
Bearer Bonds
What is the most expensive bourbon ever sold at auction
1982 Old Rip Van Winkle 20 yr, 162,500$
What do you call a scam where old investors are paid by the new investors joining the scam
Ponzi scheme
Name one of the four groups of people easiest to refer to Matt
Retirees, job changers, divorcee, or people who have inherited money