Here’s some of what we discuss in this episode:
⚖️ Risk vs. Reward: How personality drives portfolio choices
🤖 Innovation Bets: AI, tech stocks, and global ETFs
🪙 Alternative Assets: Gold, Bitcoin, and energy exposure
💬 Age Matters: Why advice changes in your 40s vs. 60s
💰 Tax Awareness: Why investment structure matters as much as return
Today’s Hack
If you suddenly had a million dollars to invest, where would you put it, and how would you decide? That was the question put to three financial advisors in a recent Financial Advisor Magazine article. Today, Phil reacts to their strategies and adds on several important layers that are often overlooked but could make or break your plan.
Go Inside the Episode:
0:00 – Investing a Million Dollars Intro
3:13 – James Thorne’s Aggressive Strategy
6:06 – Denis Poljak’s Conservative Approach
7:32 – The Age Factor
9:45 – Social Security, Pension & Emotions
11:45 – Taxes
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.
Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome