Santa’s Naughty or Nice Investment Guide

Phil's Tax Hacks · Dec 21, 2023 · 22m

In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year...

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

2:11 – Fiduciary advisor

5:46 – Variable annuity

8:37 – Crypto

10:49 – HSA

12:05 – Indexed Annuity

13:59 – Long-term care insurance

15:40 – Dividends

18:02 – Roth IRA

18:43 – Risk Assessment Score

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