• Ep 34 - Mailbag Episode {PART ONE}: Annuities, Roth Conversions & Avoiding Bad Investment Advice

  • Oct 9 2024
  • Length: 26 mins
  • Podcast

Ep 34 - Mailbag Episode {PART ONE}: Annuities, Roth Conversions & Avoiding Bad Investment Advice

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  • Summary

  • Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement. Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks down wealth diversification strategies, including annuities, cash value life insurance, and bonds, as key supplements to traditional investments. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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