TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti
We Study Billionaires - The Investor’s Podcast Network
Taxable vs. Roth: Strategies for Retirement
This chapter explores the comparative benefits of taxable accounts and Roth accounts during retirement withdrawal phases. It highlights innovative financial solutions, including Bitcoin IRAs and real estate investments, to enhance retirement security and wealth management.
IN THIS EPISODE, YOU'LL LEARN:
- 14:38 - How to calculate your retirement needs.
- 20:32 - How to determine how much cash you should reserve.
- 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc.
- 51:17 - The ideal allocation of index funds.
- 1:00:34 - When to consider alternative investments like real estate or small businesses.
- 1:04:23 - Time and Energy trade-offs while determining your approach.
- 1:08:59 - How to incorporate philanthropy.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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- Katie Gatti Twitter.
- Trey Lockerbie Twitter.
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