In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year...
Here’s some of what we discuss in this episode:
2:11 – Fiduciary advisor
5:46 – Variable annuity
8:37 – Crypto
10:49 – HSA
12:05 – Indexed Annuity
13:59 – Long-term care insurance
15:40 – Dividends
18:02 – Roth IRA
18:43 – Risk Assessment Score
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
The Rise of Retiree Healthcare Costs
Steering Clear of Retirement Stress
Is Retiring at 65 Crazy?
Tax Mistakes to AVOID in 2024 (Part 2)
Tax Mistakes to AVOID in 2024 (Part 1)
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Understanding Annuities: The Good, Bad & Ugly
The Retiree Dilemma: To Sell Or To Rent?
Retirement Planning Fear, Procrastination, and Indecision
Retirement Planning Is Harder Than It Used To Be (Part 2)
Retirement Planning Is Harder Than It Used To Be (Part 1)
Mailbag: Adjusting to Retirement, Company Stock & More
Will The Economy Boom Or Bust In 2024?
Are Your Good Money Habits Holding You Back? (Part 2)
Are Your Good Money Habits Holding You Back? (Part 1)
The U.S. Retirement System On The Global Stage
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Questions You Must Ask Your Financial Advisor
Strategic Planning for Retiree Healthcare
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