Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Are You Overlooking These Tax-Exempt Income Sources?
Airdate: 09/30/2023
Josh dives into the advantages and drawbacks of different tax-exempt income sources such as Roth IRAs, municipal bonds, and permanent life insurance, emphasizing the value of building tax-exempt income for potential future tax hikes. He guides listeners on smart financing for expenses like home repairs by considering factors like interest rates and tax implications. When a listener asks about CD rates, Josh transitions to discuss concerns about stock market fluctuations and buying opportunities. The conversation takes a turn as a cautionary tale about long-term care…
The skinny
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