YFP Co-Founder and Director of Financial Planning, Tim Baker CFP®, RLP®, talks about the three silent killers of your investment pie and how to keep your investment portfolio fit.
Key Points From This Episode
- An introduction to today’s topic.
- The importance of including tax in your financial plan.
- How tax permeates all parts of your financial plan.
- Tim Baker shares some of his experiences regarding tax, working as a financial planner.
- Some examples of simple tax reduction strategies.
- How to ensure the withdrawal of investments after retirement in terms of tax.
- A discussion on inflation trends.
- Why it is important to consider inflation in your financial plan and investments.
- We learn how investments can help you get ahead of inflation.
- A detailed discussion on the issues and impact of fees on your investment.
Links Mentioned in Today’s Episode
