Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss how to invest in the most tax advantaged way, what are the different types of tax advantaged accounts and how to decide which to contribute to each year, which types of securities you should hold in each account, how to determine if you should buy life insurance, how to use life insurance as an investment and when you should consider this, what kind of returns you can expect from using life insurance as an investment, and so much more! Brian Martucci is a Finance Editor at Money Crashers where he writes about investing, credit cards, banking, insurance and other personal finance topics. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:43 - What the differences between a Roth and Traditional IRA are 00:05:39 - How to decide which account to contribute to each year 00:26:17 - Which types of securities you should hold in each account 00:30:01 - When a Millennial may want to consider buying life in...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)