MI220: Tax-advantaged Investing w/ Brian Martucci
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 13 September 2022
⏱️ 52 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.5 | If you're thinking that you are going to, you want to invest in a tax advantage way, but you feel like you're probably going to need some cash for some big life changes in the near future. |
| 0:13.0 | A Roth is definitely a good tool for you to have. |
| 0:15.6 | So if you want to max that out when you're younger and maybe your income's a little bit lower on the expectation that you're going to need it. |
| 0:23.2 | You're going to need the money before you retire. |
| 0:29.5 | On today's episode, I'm joined by Brian Martucci, who's the finance editor at Money Crashers, |
| 0:36.0 | where Brian writes about investing, credit cards, |
| 0:38.8 | banking, insurance, and other personal finance topics. During this episode, I chat with Brian |
| 0:44.5 | all about how to invest in the most tax-advantaged way. We also talk all about life insurance |
| 0:49.5 | and when it may make sense for a millennial to need life insurance, as well as other important ways |
| 0:55.4 | you can use life insurance, such as being able to borrow against it or as an investment. |
| 1:00.9 | With that said, I really hope you enjoy today's conversation with Brian Martucci. |
| 1:06.8 | You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs, business leaders and investors to help educate and inspire the millennial generation. |
| 1:24.9 | Welcome to the Millennial Investing Podcast. |
| 1:32.0 | I'm your host, Rebecca Hotsko, and today I'm joined by Brian Martucci. |
| 1:36.8 | Brian, welcome to the show. |
| 1:38.7 | Thanks for having me. |
| 1:39.5 | I really appreciate it. |
| 1:40.8 | Thanks so much for joining us today. |
| 1:42.8 | I'm really excited for today's discussion. We have a lot of |
| 1:46.0 | great topics to cover. I loved reading a lot of your articles and I'll make sure to link that in the |
| 1:52.1 | show notes for our listeners. So much great content on your website and I want to jump into some tax |
... |
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