The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers
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Show Notes
Mark & Aaron Discuss the Following on Episode #94:
- Q1 Equity Returns
- Top 5 Wealth Killers
- Tax Consequences of short term trading
- More inflation numbers
- What to do if you’re a decade away from retirement
1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../
2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970
3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11
4. Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11
5. Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11
6. Blog post by Peter Lazaroff - https://peterlazaroff.com/10-things-to-do-now-if-youre-a-decade-away-from-retirement/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Individual+vs+Bond+Funds%3A+Which+Should+Be+in+Your+Portfolio%3F&utm_campaign=Mar+23%2C+2021+Newsletter
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter