Our Favorite Investment Shelter (SB1562)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 21 August 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

Remember the line in Lord of the Rings, "One ring to rule them all?" How about, "One tax shelter, available to all of us, to be the best of all?" Today we'll identify THAT investment shelter, tell you how to use it (and tips to avoid using it incorrectly). Here's a hint: it's NOT the health savings account (which may be better), because that account is not available to everyone. This type is truly a tool that everyone can use in the USA. Of course, that's not all. We'll talk MORE about this special tax shelter by sharing a TikTok minute that focuses on just how many people TALK about this shelter. It's truly amazing. We'll also answer a call from a stacker who's wondering if she should pay her house off or invest the money she has to finalize her mortgage. Which would you do? We'll share our advice with you AND her today! Of course, we'll also feature Doug's rhyming trivia, and much, much more. FULL SHOW NOTES: https://stackingbenjamins.com/what-is-the-greatest-savings-vehicle-1562 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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	...

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