Preview Mode Links will not work in preview mode

Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

Subscribe on Apple Podcasts

Subscribe on Android

  1. All Episodes
  2. The Three Worlds of Money

The Three Worlds of Money

Jul 5, 2024

When people compare financial firms, they often focus on getting the best return on their investments. While that's certainly important, what they really need to be paying attention to is the big picture. While many firms focus only on investment management- handling stocks, bonds, and mutual funds- our approach extends to include insurance planning, investment strategy, legacy planning, and tax planning. In this week’s episode of Money Wisdom, Nicholas Colantuono, CFP®, joins us to talk about the role of tax planning in a comprehensive financial strategy.

 

Here’s some of what we discuss in this episode:

  • The importance of comprehensive financial planning beyond investment management
  • The three types of accounts from a tax perspective: taxable, tax-deferred, and tax-free
  • Strategies and pitfalls associated with each type of financial account
  • Considerations for tax-efficient retirement planning, including the impact on income, Medicare premiums, and future tax rate changes

 

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/