Retirement Elevated Podcast with Sean Lee
Business:Investing
More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.
Read more and get additional financial resources here: https://wp.me/paeqsR-bs
What we discuss on this episode:
1:00 - What are the favorite activities right now with Sean’s kids?
3:05 - Different accounts have different tax consequences.
6:27 - Should you take the employer match?
9:17 - What are taxable accounts?
10:21 - What about CDs?
11:19 - What do you need to know about tax and life insurance?
13:28 - Fun fact: How long ago did the iPhone first come out?
Famous Last Words (You Don’t Want to Say About Retirement!)
5 Simple Retirement Questions
When Is It Safe to Retire?
5 Financial Pain Points
Settle The Debate - Right Or Wrong?
Why Your Retirement Is More Than Just Investments
Episode #14: DIY Retirement Planning
Episode #13: The Upsides And Downsides Of Being An Informed Consumer
Episode #12: The 411 On Retirement Elevated Classes
Episode #11: What Should Your Advisor Be Doing
Episode #10: Finishing Strong
Episode #9: The 60/40 Portfolio
Episode #8: Real Advising Is Problem-Solving
Episode #7: Asking Wrong Financial Questions
Episode #6: 7 Reasons You Need More Than A Robo-Advisor
Episode #5: The Right Advisor For Your Situation
Episode #4: Invest Lifestyle Expenses On Memorable Experiences
Episode #3: Required Minimum Distributions
Episode #2: Creative Tax Strategies
Episode #1: The 10 Important Questions You Should Ask Your Advisor
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