Today’s Hack
In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year…
Listen in as Phil and Marc explore topics like variable annuities, crypto, long-term care insurance, dividends and more- offering insights into their potential impact on your financial strategy.
This is our last episode of 2023, so we wish you a very safe and happy holiday season. We’ll see you again in January, as we kick of the new year with some brand-new episodes!
Here’s some of what we discuss in this episode:
- Fiduciary advisor [2:11]
- Variable annuity [5:46]
- Crypto [8:37]
- HSA [10:49]
- Indexed Annuity [12:05]
- Long-term care insurance [13:59]
- Dividends [15:40]
- Roth IRA [18:02]
- Risk Assessment Score [18:43]
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.