Money Wisdom

The Financial Draft – Where Would You Pick These Products?


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In honor of the NFL Draft just wrapping up, we thought we’d do a little drafting of our own on the podcast. So we’ve asked Eric Hogarth, CFP® to put on his General Manager shoes and lead our retirement planning team into a financial draft. Find out which products make the grade and which get left behind.

 

Here are some of the things we discuss in this episode:

1:11 – The Roth IRA is a first round pick

1:58 – Gold and precious metals are a pass.

3:18 – Life Insurance Retirement Plan or LIRP

4:41 – The variable annuity  

6:37 – Indexed annuity gets a good grade

8:04 – Rental properties are a second round pick

12:23 – CEO’s Corner: How does Joel consume news?

21:32 – Mailbag question on how much of your annual salary you need saved.

 

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/ 

 

 

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Money WisdomBy Johnson Brunetti

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