Ep 34 - Annuities, Roth Conversions & Avoiding Bad Investment Advice {MAILBAG EPISODE}

The Financial Quarterback® Podcast with Josh Jalinski

Το περιεχόμενο παρέχεται από το Josh Jalinski. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Josh Jalinski ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

6d ago 25:47

MP3•Αρχική οθόνη επεισοδίου

Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement.

Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments.

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