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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