Airdate: 10/07/2023
Josh kicks things off by delving into the concept of creative destruction in capitalism, illustrating how companies that disrupt the status quo can be promising investment avenues. As he transitions into the live caller segment, he tackles a variety of questions, particularly around annuities, helping listeners understand their benefits and tax implications. A discussion on Individual Retirement Accounts (IRAs) follows, where Josh clears common confusions and offers tips to optimize them for long-term benefits. In the final segment, Josh discusses estate planning, where he shares practical advice on ensuring equal inheritances and thoughtful long-term planning.
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