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...
Stay tuned until the end of the show, where we get to know Frank through some creative questions! This week, he shares what exotic animal he would choose to have as a pet. Then, he answers David’s question, who asks if he should reinvest in more CDs once his current ones mature.
Here’s some of what we discuss in this episode:
0:00 – Intro
4:01 – Penny stocks + Crypto
5:22 – S&P 500 Index ETF
7:11 – Rental properties
12:08 – Roth IRAs
12:54 – Credit card
13:53 – HSA
17:46 – Getting to know Frank
22:20 – Listener question
Learn more about the T.I.M.E. planning process by clicking here.
You can also schedule a free planning session with Frank Oliver and the team by clicking here.
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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