821: Ask Farnoosh: Why are Roth IRA's so great?

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 14 December 2018

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Addressing your money questions, including why (or why not) to invest in a Roth IRA, the best way to manage an inheritance and how to achieve an M.B.A affordably, but also get a great return on your investment. Today’s co-host is Brandon Opre, a fellow Penn State graduate. He’s a financial advisor and the founder of TrustTree Financial. What I love about Brandon is that he also gives back to his community. He was recognized in Fort Lauderdale Magazine as one of "The 40 Under 40" movers and shakers who are helping shape a better Fort Lauderdale. He started his own non-profit organization called A Prom to Remember, which creates an amazing prom experience for sick teenagers. He partners with hospitals to book luxury venues, provides evening wear for the children, and even provides luxury transportation, too. Follow Brandon on Twitter @TrustTreeFin. Additional resources from this episode: U.S. News article about Roth IRAs U.S. News article about online MBA programs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Money episode 821, Ask Farnoosh with special co-host Brandon O'Brie, certified financial planner.
0:07.0	You're listening to So Money with award-winning money guru Farnooshu Shorabi.
0:13.0	Each day get a 30 minute dose of financial inspiration
0:16.0	from the world's top business minds,
0:18.0	authors, influencers, and from Farnuus herself.
0:22.0	Looking for ways to save on gas or double your double coupons?
0:26.0	Sorry, you're in the wrong place.
0:28.0	Seeking profound ways to live a richer, happier life.
0:32.0	Welcome to So Money.
0:35.5	You're listening to So Money, everyone, December 14th.
0:38.4	The new year is upon us, almost.
0:41.2	Is anyone getting nervous? I get a little agitated in December there's
0:45.8	way too much on our plates right between holidays family stuff work stuff why
0:50.7	does everybody have deadlines in December? Do you feel me
0:53.7	listeners? I'm grateful for the work, but could we just space it out a little bit
0:58.2	more in 2019? I'm just saying, but it's always fun to do this podcast because I feel like this is when I can kind of take a
1:07.1	breath, relax, learn something new, engage with all of you, which has been so much fun
1:11.6	throughout the year. week stay tuned and
1:14.6	actually the next two weeks stay tuned for year-end summaries of 2018 on so
1:21.2	money so I did this last year and I think the year before that where I dedicate each day of the show in the last two weeks of 20, in this case 2018, to recapping some of the awesome thematic shows that we had.
1:34.0	So whether it's like women and investing or small business or kids and money,
1:39.0	stay tuned for some of those really great episodes that we had. I'm going to pull excerpts from a lot of different interviews to give you some flavor of what happened this year, the kinds of guests we had on, the variety of things we talked about all within particular subjects.
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