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109 - How to Prioritize Different Financial Strategies
Manage episode 297982764 series 2653925
Scott and James discuss how to prioritize conflicting financial strategies.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:02 - Asset Location v. Asset Allocation
5:38 - International Investments
8:21 - Taxation of Retirement Accounts
11:04 - Retirement Account Penalties
14:36 - Focusing On Your Goals
17:31 - Municipal Bond Taxation
20:06 - Importance of Your Time Horizon
21:24 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 حلقات
Manage episode 297982764 series 2653925
Scott and James discuss how to prioritize conflicting financial strategies.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:02 - Asset Location v. Asset Allocation
5:38 - International Investments
8:21 - Taxation of Retirement Accounts
11:04 - Retirement Account Penalties
14:36 - Focusing On Your Goals
17:31 - Municipal Bond Taxation
20:06 - Importance of Your Time Horizon
21:24 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 حلقات
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