MI220: Tax-advantaged Investing w/ Brian Martucci

اشتراک گذاری

Manage episode 341005737 series 2539397
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  • 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.



P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!


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