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Common Misconceptions in Personal Finance with Matthew Blades, CFP®
In Episode 20 of The Generational Investors, host John Woodard III sits down with Matthew Blades, CFP® for a rapid-fire run through the financial misconceptions they hear most often from clients.
These are not obscure technicalities. They are things people believe confidently and act on, and some of them cost real money. The conversation covers whether Social Security is really going broke, why Medicare is not free and what it will not cover, the divorced spousal benefit almost nobody knows about, why you may not land in a lower tax bracket in retirement, the spousal IRA most single-income…
The skinny
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