Ep. 100: Top 5 Brilliant Money Hacks to Save you Thousands

This week we are celebrating the 100th podcast by bringing you the top five most downloaded episodes. Join Matt Robison and I as we countdown the topics most listeners found helpful:5. Health Savings Accounts - How you can enjoy triple tax benefits by using my favorite all-time account4. ETF vs. Mutual Funds - This was a hot topic last year when many people were hit with an unexpected capital gains tax bill on their mutual funds. In this episode we talk about the difference between the two “wrappers,” which is best for your portfolio and the nuances and work-arounds to ensure you are getting the most from your money.3. SEP IRA vs. Solo 401K - Another head-to-head battle, this one for small businesses. Spoiler alert: Solo 401K is the way to go! 2. Maximizing Employer Benefits - Want to learn how to launder your money, legally and with the most benefit to you? Listen up for a strategy to use more of your paycheck to take advantage of benefits such as after-tax 401K contributions and employee stock purchase plans while spending from your brokerage account to cover your usual monthly expenses.1. ROTH IRAs for Minors - It turns out my listeners really want to set their kids up for success. In this episode you will learn how to turn your young child’s $3k in earned income (chores) into $50 million for their retirement courtesy of compounding interest. Didn’t see a topic that resonates with you? That’s ok. Check out my podcast page for 94 more episodes bringing you the knowledge you need to make the best decisions for your financial success. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/Are you ready to create your ideal lifestyle? Let’s Connect.