Can You Answer These Key Financial Questions?

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.

On our most recent radio broadcast, we discussed some of the findings from a recent special report released by Financial Finesse, a leading provider of financial education programs to corporations.  The report highlighted responses by individuals to a variety of questions surrounding personal “financial wellness”.  Three key questions in the report included:

  • How confident are you that your investments are properly allocated between cash, stocks, and bonds?
  • Have you ever done a fee analysis on your investment portfolio?
  • Do you know if you’re on track to replace 80% of your income (or whatever your goal is) in retirement?

Remarkably, significantly more individuals responded negatively to these critical financial questions than positively.  Listen to our full show here as we explain several ways that you can tackle each of these questions to help ensure your investments are on the right track.  Plus, we discuss the upcoming Fed meeting in our weekly market update and delve into one of the most popular ETFs (ticker QQQ) in our weekly ETF Spotlight.

Picture of Nate Geraci
Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

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