Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 7 December 2018

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

CFP Rick Rodgers described the three legs of a tax-efficient retirement strategy:

Pre-tax
After-tax
Tax-free

Then the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market.

For more information, visit the show notes at http://moneytreepodcast.com/220

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Welcome back to another episode, everybody.
0:12.0	We're so glad you're here with us.
0:14.0	Hey, we're going to talk to certified financial planner Rick Rogers here in just a moment.
0:18.0	But first, my good buddy Miranda's here with a message about a little
0:23.3	something that might be great for your holiday stocking, just saying. Yeah, so I'm talking about
0:29.9	betterment. Betterment is a robo advisor that uses ETFs and modern portfolio theory to construct a
0:37.2	portfolio that helps you reach your goals and that
0:41.1	takes into account your risk tolerance. I use betterment for my own portfolio. I use it for my
0:46.5	travel fund and I also use it for my retirement account, but that doesn't mean it's right for you.
0:51.2	Do your research to find out if betterment is right for you.
0:54.7	Find a better way to invest. You can find out more at moneytreepodcast.com slash
1:00.1	betterment. And now back to Joe and Rick.
1:05.3	And joining us on the show, it's certified financial planner Rick Rogers. Rick, how are you, man?
1:10.2	I'm good. Thank you.
1:11.2	I'm so glad that you're here because I love the book, don't retire broke.
1:15.5	But you start off with a really good story that I think makes a lot of the points and shows people how important it is to get this stuff right.
1:24.3	Can you tell me about this family in Pennsylvania and their story and you helping them?
1:29.3	Well, this is a great illustration of the ostrich syndrome where we just stick our head in the
1:34.0	sand and we don't do anything and everything will turn out okay. And in the case of this family,
1:39.3	the parents had plenty of money and were great savers. and one of the keys to financial success is always
	...

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