In this week’s episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the different factors that effect how and when you pay your taxes, compare the differences between Roth IRA’s and 401k’s, and explore potentially beneficial ways in which after-tax investments and 401k’s overlap!
Investing
Brad and Jonathan tackle a listener question about annuities and discuss some updates to the travel rewards landscape. Second Generation FI Many people in our