• Ep 34 - Annuities, Roth Conversions & Avoiding Bad Investment Advice {MAILBAG EPISODE}

  • 2024/10/09
  • 再生時間： 26 分
  • ポッドキャスト

Ep 34 - Annuities, Roth Conversions & Avoiding Bad Investment Advice {MAILBAG EPISODE}

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement. Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
    続きを読む 一部表示

あらすじ・解説

Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement. Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
政治・政府 ビジネス・キャリア 個人ファイナンス 経済学
続きを読む 一部表示

Ep 34 - Annuities, Roth Conversions & Avoiding Bad Investment Advice {MAILBAG EPISODE}に寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。