Latest / The Life Planning 101 Podcast
What is Your Money Really Making?
In this episode, Angela discusses the importance of considering taxes and inflation when evaluating investment returns. She emphasizes that ignoring these factors can significantly reduce the real rate of return and impact long-term financial planning. She also touches on the potential financial challenges facing future generations due to factors like boomer spending habits, healthcare costs, and tax implications on inherited retirement plans.
Key Takeaways 💡
When evaluating investment returns, it's crucial to consider the impact of taxes and inflation to determine the real after-tax rate of…
The skinny
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