Jun 2, 2023
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.
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