How to Protect Investments Against a Stock Market Crash? - 329

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 8 June 2021

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Strategies to protect your portfolio from a stock market crash: put options, collars, non-correlated alternative investments, and tax-managed buy-and-hold. Also: how to measure financial advisor performance? How does tax-loss harvesting work? Are health savings accounts (HSA) tax-free? Is alternative minimum tax (AMT) a concern when moving Roth to an annuity? And how to get your MIL not to smoke in your car? YMYW podcast show notes, free financial resources, transcript, Ask Joe & Al: https://bit.ly/YMYW-329

Transcript

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0:00.0	Today on Your Money Your Wealth podcast number 329, Joan Bigel talk about the different methods
0:05.7	that investors use to protect their assets from a potential stock market crash and earn the
0:10.8	best possible yield.
0:12.0	From put options and option collars to non-correlated alternative investments to an aggressively
0:17.7	tax-managed buy-and-hold strategy allocated to meet your goals and risk tolerance.
0:22.6	Plus, how do you measure the performance of your financial advisor?
0:26.0	How does tax loss harvesting work?
0:28.0	What's the tax status of health savings accounts?
0:30.8	The fellows also discuss a Roth contribution strategy with a drop plan and a pension
0:34.9	and whether alternative minimum tax is a concern when moving
0:38.3	Roth funds to an annuity.
0:40.3	And you'll want to stay with us through the derails for our first Dear Joe non-financial
0:44.3	question.
0:45.1	How can John in Abilene, Texas, get his mother-in-law not to smoke in his car without starting a fight?
0:50.6	If you've got a money question, random life question, comment or story. Click Ask
0:55.1	Joe and Al on air at Your Money, Your Wealth.com. I'm producer Andy Last, and here are the hosts
1:00.9	of Your Money, Your Wealth, Joe Anderson, CFP, and Big Al Clopine CPA. We got Steve Wright's in from
1:08.4	San Diego. Hi, Joe, Big Al,, Andy. Show's really strong these days.
1:13.2	It wasn't so good before. Just like my portfolio. How's your portfolio?
1:17.6	Strong. Strong. Yeah, it's strong. Love listening to it each week. How can I protect my stock
1:25.0	investments against a potential market crash?
1:29.5	Is that the question, Steve?
	...

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