The Intrinsic Value Podcast - The Investor’s Podcast Network

MI220: Tax-advantaged Investing w/ Brian Martucci

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IN THIS EPISODE, YOU’LL LEARN:  

  • 01:47 - What the differences between a Roth and Traditional IRA are. 
  • 04:40 - How to decide which account to contribute to each year.  
  • 09:23 - Which types of securities you should hold in each account.  
  • 24:45 - When a Millennial may want to consider buying life insurance. 
  • 28:01 - What the different types of life insurance are. 
  • 37:45 - How to decide whether to go with a term or whole life insurance policy. 
  • 40:22 - How life insurance can be used as an investment and when you should consider this. 
  • 42:48 - What kind of returns you can expect from using life insurance as an investment. 
  • 44:10 - How to use life insurance to borrow against it and when this makes sense. 
  • 47:07 - How much life insurance should you buy? 
  • 49:46 - Should you open a joint/custodial taxable investment account for your kids? 
  • And much, much more! 


    • *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


    BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
    • Check out Money Crashers.
    • How Much Life Insurance Do I Need?.
    • Life Insurance for Millennials – Do You Need to Get It and How Much?.
    • Backdoor Roth IRA – Definition & How to Make These Contributions.
    • Related Episode: Take Control of Your Financial Future w/ Brennan Schlagbaum – MI092.


      • NEW TO THE SHOW?

      • Check out our Millennial Investing Starter Packs.
      • Browse through all our episodes (complete with transcripts) here.
      • Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
      • Enjoy exclusive perks from our favorite Apps and Services.
      • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
      • Learn how to better start, manage, and grow your business with the best business podcasts.


        • SPONSORS

        Support our free podcast by supporting our sponsors:

        • ⁠CFI Education⁠
        • ⁠Airbnb⁠


          • Connect with Brian: Twitter| LinkedIn  

          Connect with Rebecca: Twitter | Instagram


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          The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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