RL137 - 7 Frequently Asked Client Questions

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson answer the seven most frequently asked client questions. They break down topics such as Structured notes in 2022, the best times to do a Roth conversion, and long-term care insurance planning. [01:40] Understanding I Bonds and How They Work [04:19] The Dos and Don'ts of Investing in I Bonds [06:30] Tax Brackets and Retirement Planning [10:47] Automatic Savings and Consumer Debt [14:13] Structured Notes in 2022 [19:35] How to Invest in Bonds and Options [21:35] Minimum Investment Amount in Structured Notes [22:27] Why You Need to Constantly Monitor Your Financial Plan [24:35] Difference Between Exchange Traded Funds and Mutual Funds [27:00] Active Versus Passive Exchange Traded Funds [29:41] Potential Tax Benefits From ETFs [31:20] Interesting Design Features in ETFs [33:40] When's The Best Time To Do a Roth Conversion? [38:35] Favorable Tax Rates For a Roth Conversion [39:50] What You Need to Know About Long-Term Care Insurance [46:01] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.