Nick Ma julie: In preparing for retirement, there are a number of different options or accounts that people can invest in. He says the first thing to do is you invest in your foreign kay up to your company, any match. The second best account is actually the h s a, the health savings account., he says. And then step number five is a good old fashioned tax brokerage account,. Sometimes people get so fixed on his, like rate fancy term, because it sounds complicated and they ask me, can i invest more than six thousand dollars? There's no limit, yeah, you can invest unlimited money but just see how much fits into these special tax savings accounts.
IN THIS EPISODE, YOU’LL LEARN:
01:36 - How Jeremy is handling the recent stock market volatility.
03:35 - Why Jeremy doesn’t try to time the market.
06:16 - How investors should think about their bond allocation.
18:50 - Who needs and who doesn’t need life insurance and what type of life insurance is likely the best.
30:03 - What tax-advantaged accounts investors should utilize.
37:46 - Money hacks you can use to access money in retirement accounts in your early retirement years.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Help us reach new listeners by leaving us arating and reviewon 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!