Santa’s Naughty or Nice Investment Guide - Listen - Phil's Tax

Santa’s Naughty or Nice Investment Guide

Listen now

Description

In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year... Here’s some of what we discuss in this episode: 2:11 – Fiduciary advisor 5:46 – Variable annuity 8:37 – Crypto 10:49 – HSA 12:05 – Indexed Annuity 13:59 – Long-term care insurance 15:40 – Dividends 18:02 – Roth IRA 18:43 – Risk Assessment Score For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

More Episodes

See all »

Is Dividend Investing Dead?

Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash flows it generates, is gaining...

Published 10/24/24

Phil's Tax Hacks

Published 10/24/24

How Raising the Social Security Retirement Age Could Impact You

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. There’s plenty of speculation about what might change to improve the solvency of the program, and one simple fix would be to change the retirement age. On this episode, we dive into the...

Published 10/17/24