PODCAST EPISODES
MI220: Tax-advantaged Investing w/ Brian Martucci
Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss how to invest in the most tax advantaged way, what are the different types of tax advantaged accounts and how to decide which to contribute to each year, which types of securities you should hold in each account, how to determine if you should buy life insurance, how to use life insurance as an investment and when you should consider this, what kind of returns you can expect from using life insurance as an investment, and so much more!
MI218: Rules Based Investing w/ Michael Gayed
Rebecca Hotsko chats with Michael Gayed. In this episode, they discuss the benefits of investing in ETFs versus stock picking, why not all ETFs are created equal and what you should look for when comparing different ETFs, how to invest using a “risk-on, risk-off” framework to improve your returns, what investments perform well during highly volatile environments, why the utility sector can be used as a leading indicator of future stock market volatility, and so much more!