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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.

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  1. All Episodes
  2. Are These Financial Strategies Overrated?

Are These Financial Strategies Overrated?

Feb 10, 2023

When it comes to financial strategies, there are three that might not be as advantageous as you might think: tax advantages, rates of return, and commission-based investment accounts. In this episode of the podcast, Eric Hogarth, CFP® will explain why.

 

Here are a few of the things we discuss in this episode:

1:51 – Are tax advantages overrated?

4:20 – What states do people in New England move to in retirement?

5:57 – Story about a conversation we had with a client recently

7:34 – Are rates of return overrated?

9:38 – Are commission-based investment accounts overrated?

 

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