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Your Financial Pharmacist

Mar 31, 2022

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