Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

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 November 2022

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Following the Fed’s fourth consecutive interest rate hike last week, should you be changing your investing strategy to time this inflationary market, moving from bonds to 3-year annuity CDs? Plus, Joe and Big Al spitball on asset location and Roth conversions for the in-laws, and a net unrealized appreciation (NUA) strategy for company stock in a 401(k). They also discuss whether extra home mortgage payments are part of an investment portfolio, and what real estate expenses are tax deductible. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bit.ly/ymyw-403

Transcript

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0:00.0	Following the Fed's fourth consecutive interest rate hike last week, should you be changing your investing strategy to time this inflationary market, moving from bonds to three-year annuity CDs?
0:12.5	That's today on your money, your wealth podcast number 403.
0:16.3	Plus, Joe and Big Al spitball on asset location and Roth conversions for the in-laws, a net
0:22.3	unrealized appreciation strategy for company stock in a 401k, and they discuss whether extra
0:28.0	home mortgage payments are part of an investment portfolio and what real estate expenses are
0:33.1	tax deductible.
0:34.4	Visit Your Money, Your Wealth.com, and click Ask Joe and Big Al on air to send in
0:39.1	your money questions. I'm producer Andy Last, and here are the hosts of Your Money, Your
0:43.5	Wealth, Joe Anderson, CFP, and Big Al Clopine CPA. We got Kevin from Maryland. Greetings,
0:51.6	Joe, Al, and Andy have been listening to your show for about a year.
0:57.0	Found it through a Google search.
0:58.8	Oh, cool.
0:59.7	Thank you, Kevin, for telling us how you found the show.
1:02.2	Appreciate it.
1:02.9	Now we want to know what you Googled, though.
1:04.6	Yeah.
1:05.6	Flipin retirement?
1:07.0	Yeah.
1:07.7	Worst podcast.
1:11.3	He's Googling something big.
1:14.2	Big house showed up.
1:18.9	Wife and I are 73 and retired.
	...

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