Retirement
When should you start saving for retirement?
Now
This term means you own a small piece of a company.
Stock
Fiduciary
What type of Life Insurance last for a specific period of time?
Term Insurance
Who is this?
Walker
Roth IRA
Diversification
Annuity
What is the monthly payment for insurance called?
Premium
What state did I start my Financial Advising Career?
New York
At what age can you generally start withdrawing from retirements accounts without penalty?
59 1/2
What does IPO stand for?
Initial Public Offering
What should you never do when the market goes down?
How many life insurance policies can you have?
As many as you want
What is the biggest animal I have ever hunted?
Moose
What is the 2026 limit for an IRA?
$7,500 if under 50
$8,600 if 50 or older
This type of fund is a package of investments that allows for easy diversification.
Mutual Fund
How many stocks are in the S&P 500?
503 Stocks, 500 Companies. Several companies have two share classes of stock. Alphabet, Meta, Berkshire Hathaway.
What is the term for value of a permanent life insurance policy if you surrender it while you are alive?
Cash Surrender Value
What would my career path be if I wasn't a Financial Advisor?
Lawyer
This rule is used to estimate how many years it will take to double your money.
Rule of 72
A portion of a company's profits paid to shareholders are called?
Dividend
What do the "Bull" and "Bear" mean?
Rising and Falling markets
Age, Gender, Health, Tobacco Usage, Life Style and Hobbies, Occupation, Driving Record
What two sports did I play in college?
Football & Women's Basketball