MI220: Tax-advantaged Investing w/ Brian Martucci

Sep 13, 2022

48:12

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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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Money Crashers.
How Much Life Insurance Do I Need?.
Life Insurance for Millennials – Do You Need to Get It and How Much?.
Backdoor Roth IRA – Definition & How to Make These Contributions.
Related Episode: Take Control of Your Financial Future w/ Brennan Schlagbaum – MI092.

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Connect with Brian: Twitter| LinkedIn

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