Featured

How To Master Cash Flow | Behind the Wealth



Published
On this week's episode Roger and Elias discuss why women tend to be better investors than men, what personal finance skill is the hardest to master, why Americans can't afford the cost of their car repair, the return of the 60/40 portfolio, and how tipping culture has evolved in the U.S.

Visit www.BTWealthShow.com 
Follow Us on Facebook.com/BTWealthShow 
Subscribe to the Podcast https://linktr.ee/BehindTheWealth

Hosted By: Roger Abel
Guest Host: Elias Randel
Produced By: Molly Nordlocken

00:00 Introduction
01:33 Women Are Better Investors
13:50 Mastering Cash Flow
17:42 Americans Can't Afford This Common Cost
25:40 The Return of 60/40
30:23 The Evolution of Tipping

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

Dollar cost averaging involves continuous investment in securities  regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure profit and does not  protect against loss.  Economic forecasts set forth may not develop as predicted and there  can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are  suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Consult your tax professional about eligibility to Roth and Traditional IRA  contributions. Contributions and earnings in a Roth IRA can be withdrawn  without paying taxes and penalties if the account owner is at least 59 ½  and has held their Roth IRA for at least five years.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult your tax advisor before investing. 

Data Sources: 
Morningstar
LPL Research
Bloomberg
CNBC Your Money Financial Confidence Survey

#personalfinance #financialfreedom #investing #cashflow #stockmarket #financialadvisor #retirement #retirementplanning
Category
Management
Be the first to comment