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MI220: Tax-advantaged Investing w/ Brian Martucci

48:12
 
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Manage episode 341005737 series 2539397
Conteúdo fornecido por Stig Brodersen and The Investor's Podcast Network. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Stig Brodersen and The Investor's Podcast Network ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Brian: Twitter| LinkedIn

Connect with Rebecca: Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

632 episódios

Artwork
iconCompartilhar
 
Manage episode 341005737 series 2539397
Conteúdo fornecido por Stig Brodersen and The Investor's Podcast Network. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Stig Brodersen and The Investor's Podcast Network ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Brian: Twitter| LinkedIn

Connect with Rebecca: Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

632 episódios

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