Lost in the maze of Annuities, Mutual Funds, and ETFs?
Let us simplify it for you.
While visions of a relaxed retirement dance in your head, the journey there requires careful planning. Navigate the nuances with David Koren of RVA Wealth Management as he teams up with Mike P. Smith to unravel the complexities of the investment world.
Throughout the episode, David and Mike unpack:
- What are the hidden pitfalls and surprising perks of mutual funds?
- How intricate layers, tax traps, and a pro’s advice could be a game-changer for your employee stock options
- Why everyone is talking about ETFs and how they might be giving mutual funds a run for their money
- How a finance pro can pivot your tax strategies and navigate the quirkiest of investment scenarios
- And more!