MI220: Tax-advantaged Investing w/ Brian Martucci

IN THIS EPISODE, YOU’LL LEARN:   01:47 - What the differences between a Roth and Traditional IRA are.  04:40 - How to decide which account to contribute to each year.   09:23 - Which types of securities you should hold in each account.   24:45 - When a Millennial may want to consider buying life insurance.  28:01 - What the different types of life insurance are.  37:45 - How to decide whether to go with a term or whole life insurance policy.  40:22 - How life insurance can be used as an investment and when you should consider this.  42:48 - What kind of returns you can expect from using life insurance as an investment.  44:10 - How to use life insurance to borrow against it and when this makes sense.  47:07 - How much life insurance should you buy?  49:46 - Should you open a joint/custodial taxable investment account for your kids?  And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Money Crashers. How Much Life Insurance Do I Need?. Life Insurance for Millennials – Do You Need to Get It and How Much?. Backdoor Roth IRA – Definition & How to Make These Contributions. Related Episode: Take Control of Your Financial Future w/ Brennan Schlagbaum – MI092. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Brian: Twitter| LinkedIn   Connect with Rebecca: Twitter | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! 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