They'll Tell You Anything to Make a Sale
On today’s episode Don and Tom guide a couple regarding questionable advice given to them by a financial advisor, they talk about annuities and whether they’re always a bad options for investing, and explain more about the difference between life insurance and whole life insurance.
Advice on true fiduciary advisors and what to do with creating income for retirement.
What annuity sales people do and what to watch out for.
SECURE Act: Whether it is possible to roll a traditional IRA into a solo 401(k).
The difference between life insurance and whole life insurance.
LIRPs otherwise known as Super Roth’s: They are not tax free!
They explain why bonds are a part of a portfolio: Stability, not income.
The trick to figuring out how much you need for retirement.
Why big brokerage house portfolios are not well diversified and how to change that.
NUA: Net Unrealized Appreciation and whether you truly can save on tax.
Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557
Vestory — https://vestory.com/
Retiremeet 2020 — http://www.retiremeet.com/
Vanguard — https://investor.vanguard.com/corporate-portal/