Rich Habits Podcast

Q&A: Hedging Against the “September Slump,” LTC Insurance, & Taxes on Worldwide Income

24 snips
Jul 24, 2025
Dive into a lively Q&A that tackles financial resilience against the 'September slump' and the necessity of long-term care insurance. Discover retirement optimization strategies, including rolling over old 401(k)s and the advantages of backdoor Roth IRAs. Explore the intricacies of managing taxes for expatriates while maximizing contributions. The discussion also emphasizes the benefits of consistent investing and community engagement, showcasing how small actions can lead to significant financial growth.
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ADVICE

How To Move IRA To 401k

  • To move traditional IRA funds to a 401k, liquidate incompatible investments first.
  • Coordinate with both plans to transfer the cash smoothly without tax consequences.
ADVICE

Monetize Videos Via Stan Store

  • Categorize your exercise videos by specific goals like strength or stability before uploading.
  • Use platforms like Stan Store to sell courses and automate email marketing for upsells and engagement.
ADVICE

Don't Time Market Slumps

  • Avoid trying to time market slumps based on historical September data.
  • Focus on diversification and long-term investing as markets generally trend upward over time.
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