This podcast hosted by Dr. Justin Trosclair talks about FSA’s, 401K, SEP IRA, 529B education funds, Trusts, Estate taxes, Wills, Index vs Managed Funds, and Life Insurance.
What is a Certified Financial Planner, CFP? Qualifications, job role, CEs, etc. While the CFA has a broad spectrum of things they can do, part of their job is to coordinate and make sure the CPA and Lawyer are also all on the same page.
The generic goals of investments and retirement are to save as much as possible and not pay more taxes than you have to (legally).
- 10:35 – Retirement Vehicles
- 11:30 – 401K and 403B
- 17:00 – FSA Account
- 21:10 – SEP IRA –self employed
- 24:18 – 529 Education Plans
- 36:20 – Gifts
- 37:23 – Estate Tax
- 41:05 – Trusts
- 43:25 – Testamentary Trust
- 49:15 – Wills
- 54:40 – Expense Ratios
- 57:30 – Index Funds
- 1:09:55 – Life Insurance
- 1:23:45 Happy Family Life
Show notes can be found at https://adoctorsperspective.net/129 here you can also find links to things mentioned and the full transcript.
If you like to talk to Dr. Justin and see how he can help with the Retirement and Investment plan call the number Tel:13374535199 or schedule here http://www.drjustintrosclair.com/bookonline.
Contact us for your questions.
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