MENGENAI EPISOD INI
In this episode, Benjamin Lake, CFA®, CFP® and I went rapid fire through the biggest financial debates that come up constantly with clients.
- Rent vs. buy
- Lump sum vs. dollar cost averaging
- Roth vs. traditional
- Term vs. permanent life insurance
- Index funds vs. direct indexing
- Pay off the mortgage early or invest the difference
------
✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
Bahasa Inggeris
Amerika Syarikat
TRANSKRIP 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
EPISOD LAIN DALAM PODCAST INI
In this episode, I brought on health insurance expert Nick Lease to answer the question I get from business owners constantly."What are my actual options?"Because most owners feel like they're either paying too much, getting too little, or both. Nick breaks down level-funded plans, HRA ...
IRC Section 1244 lets you write startup losses off against ordinary income (instead of capital gains). That's a massive difference when you're in a high tax bracket. Bryan Hasling, CFP® joins me to explain what qualifies, why SAFE notes are a problem, and how to think about this before you write ...
I've had around five clients retire in my career. Most of them came back to work within a year, not because they needed the money, but because they had nothing to go to.
Court Carruthers is the exception. Former group president at Grainger. Ran a global packaging company from 2017 to 2021. Tripl ...
In this episode, I sat down with Jon Matzner to talk about why most business owners are building the wrong thing. They're chasing revenue, saying yes to everything, hiring for growth without thinking about what they actually want their day to look like. Jon breaks down the four ways to build rea ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Thomas Kopelman, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
SUNTING
Terima kasih kerana membantu memastikan pangkalan data podcast dalam keadaan terkini.
