MI220: Tax-advantaged Investing w/ Brian Martucci

45:26
 
اشتراک گذاری
 

Manage episode 341005737 series 2539397
توسط Robert Leonard and The Investor's Podcast Network توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.

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

NEW TO THE SHOW?

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!

SPONSORS

  • Get a FREE audiobook from Audible.
  • Get up to 3% Daily Cash back on everything you buy with Apple Card. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.
  • Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.
  • Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.
  • Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
  • Make backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Support our free podcast by supporting our sponsors.

Connect with Brian: Twitter| LinkedIn

Connect with Rebecca: Twitter | Instagram

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

409 قسمت