

A Tip on TIPS with the Brilliant Allan Roth
14 snips Dec 14, 2023
Learn about the benefits of investing in TIPS, how Allan Roth's hourly fee model challenges traditional financial practices, and the importance of using tools like Maxify for tax-efficient financial planning
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
From Midlife Crisis to Financial Planning Passion
04:34 • 7min
Navigating Tax Complexity and Financial Planning with Maxify Tool
11:38 • 2min
Investing Strategies and TIPS Benefits
14:07 • 20min
Navigating Treasuries and Tax Considerations for Investments
34:29 • 3min
Optimizing Retirement Planning with TIPS and Stock Index Funds
37:27 • 12min
Diversifying with REIT and Foreign Index Funds for Portfolio Balance
49:55 • 3min
Navigating Retirement with Behavioral Finance Strategies
53:20 • 6min