Santa’s Naughty or Nice Investment Guide
Phil's Tax Hacks
English - December 21, 2023 10:00 - 22 minutes - 30.8 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Questions You Must Ask Your Financial Advisor
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