Latest / TaylorMade Retirement with Taylor Demars, CFP®
If Financial Tools Had Yearbook Awards
Graduation season is here, and we’re handing out “class superlatives” to popular retirement tools and strategies. Taylor hands out “yearbook awards” to some of the most talked-about financial tools and strategies and breaks down where common financial advice can fall short. Tune in to learn which strategies deserve a spot in your retirement yearbook, and which ones might be holding you back.
Here’s what we discuss in today’s show:
🎓 HSAs Deserve More Love: Triple tax advantages make them incredibly powerful
💸 Dividend Chasing Has Tradeoffs: Higher payouts can create tax and growth issues
📄…
The skinny
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