TWE 293: Need-to-Know Financial Planning Terms with Money Manager Catherine Scrivano

Available also on Apple Music, Spotify and Stitcher

Don’t miss a BRAND NEW episode of The Women’s Eye podcast with Catherine Anaya as I talk with Catherine Scrivano, President of CASCO Financial Group in Phoenix, Arizona, about essential need-to-know terms when doing your financial planning.

Catherine is also a regular contributor to The Women’s Eye podcast on our Building Money Power segment.

In this episode, Catherine Scrivano talks about the language of a financial plan or the terms used in financial planning and why it’s so important for us to understand them.

“I compare it to listening to medical professionals talk or if you have ever visited a medical website. The difference between getting information that’s helpful to you that you’re going to be able to use versus just listening to noise can be a matter of the jargon. It’s almost a foreign language sometimes,” she says.

Catherine Scrivano discusses terms like INFLATION, LIFE-EXPECTANCY and RISK TOLERANCE.

She breaks down those words, definitions them and then factors them into determining your net worth.

She also talks about TIME HORIZONS or knowing how long it will be until you want to start spending particular sums of money as well as how long it will be until you want to reach your financial goals.

Catherine explains how ultimately that information can influence the financial plan you create for your present and future financial goals.

“You don’t have to be wealthy to be wise.”
Catherine Scrivano

Enjoy the Zoom vidcast of this chat:

Check out this podcast for more of Catherine’s timely financial advice about Building Money Power:

TWE 284: Catherine Scrivano on How to Find the Right Financial Adviser for Challenging Times