MI220: Tax-advantaged Investing w/ Brian Martucci

Millennial Investing - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:

• 01:47 - What the differences between a Roth and Traditional IRA are.
• 04:40 - How to decide which account to contribute to each year.
• 09:23 - Which types of securities you should hold in each account.
• 24:45 - When a Millennial may want to consider buying life insurance.
• 28:01 - What the different types of life insurance are.
• 37:45 - How to decide whether to go with a term or whole life insurance policy.
• 40:22 - How life insurance can be used as an investment and when you should consider this.
• 42:48 - What kind of returns you can expect from using life insurance as an investment.
• 44:10 - How to use life insurance to borrow against it and when this makes sense.
• 47:07 - How much life insurance should you buy?
• 49:46 - Should you open a joint/custodial taxable investment account for your kids?
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out Money Crashers.
• How Much Life Insurance Do I Need?.
• Life Insurance for Millennials – Do You Need to Get It and How Much?.
• Backdoor Roth IRA – Definition & How to Make These Contributions.
• Related Episode: Take Control of Your Financial Future w/ Brennan Schlagbaum – MI092.

NEW TO THE SHOW?

• Check out our Millennial Investing Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
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• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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SPONSORS

Support our free podcast by supporting our sponsors:

• Toyota
• Meyka
• DeleteMe
• NerdWallet
• Fundrise
• Public
• Yahoo! Finance
• NetSuite

Connect with Brian: Twitter| LinkedIn

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