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المحتوى المقدم من Mom Autism Money. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mom Autism Money أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Mom Autism Retirement Planning 101, Part 1

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Manage episode 327332659 series 2996118
المحتوى المقدم من Mom Autism Money. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mom Autism Money أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
This week, we're talking about retirement planning with Joe Saul-Sehy, co-author of Stacked and co-host of the Stacking Benjamins podcast, and Brenton Harrison, financial planner.

In week one of this two-week discussion, we cover:

  • The basics of tax-advantaged retirement accounts -- and why Roth IRAs may be particularly attractive to the resource-thin.
  • Similarities and differences between target date funds, index funds and ETFs.
  • Time horizon & risk tolerance.
  • Why investor behavior is often more of a concern than investment fees.
  • Socially Responsible Investments and ESG investing.

Listen today, and be sure to subscribe to or follow the podcast to join us for next week's episode when we'll be covering things like annuities, life insurance, ABLE accounts and finding the right financial advice when you're raising an autistic child.

Get Stacked: Your Your Super Serious Guide to Money Management by Joe Saul-Sehy & Emily Guy Birken: https://amzn.to/3vCxAlS *

Check out the Stacking Benjamins Podcast: https://www.stackingbenjamins.com/subscribe/

Check out the Stacked book tour: https://www.stackingbenjamins.com/stacked/

Visit Brenton's Website: https://www.brentonharrison.com/

Subscribe to Brenton's YouTube Channel: https://www.youtube.com/c/BrentonHarrison

Listen to Brenton's previous episode with Jillian Zacks, Esq. on Supplemental Needs Trusts: https://momautismmoney.com/special-needs-trusts/

Like Mom Autism Money on FB: https://www.facebook.com/MomAutismMoney

Subscribe to the MAM email list: https://momautismmoney.com/

Full episode transcript: https://momautismmoney.com/mom-autism-retirement-planning-101

*Affiliate link -- thank you for supporting the podcast!

  continue reading

31 حلقات

Artwork
iconمشاركة
 
Manage episode 327332659 series 2996118
المحتوى المقدم من Mom Autism Money. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mom Autism Money أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
This week, we're talking about retirement planning with Joe Saul-Sehy, co-author of Stacked and co-host of the Stacking Benjamins podcast, and Brenton Harrison, financial planner.

In week one of this two-week discussion, we cover:

  • The basics of tax-advantaged retirement accounts -- and why Roth IRAs may be particularly attractive to the resource-thin.
  • Similarities and differences between target date funds, index funds and ETFs.
  • Time horizon & risk tolerance.
  • Why investor behavior is often more of a concern than investment fees.
  • Socially Responsible Investments and ESG investing.

Listen today, and be sure to subscribe to or follow the podcast to join us for next week's episode when we'll be covering things like annuities, life insurance, ABLE accounts and finding the right financial advice when you're raising an autistic child.

Get Stacked: Your Your Super Serious Guide to Money Management by Joe Saul-Sehy & Emily Guy Birken: https://amzn.to/3vCxAlS *

Check out the Stacking Benjamins Podcast: https://www.stackingbenjamins.com/subscribe/

Check out the Stacked book tour: https://www.stackingbenjamins.com/stacked/

Visit Brenton's Website: https://www.brentonharrison.com/

Subscribe to Brenton's YouTube Channel: https://www.youtube.com/c/BrentonHarrison

Listen to Brenton's previous episode with Jillian Zacks, Esq. on Supplemental Needs Trusts: https://momautismmoney.com/special-needs-trusts/

Like Mom Autism Money on FB: https://www.facebook.com/MomAutismMoney

Subscribe to the MAM email list: https://momautismmoney.com/

Full episode transcript: https://momautismmoney.com/mom-autism-retirement-planning-101

*Affiliate link -- thank you for supporting the podcast!

  continue reading

31 حلقات

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