YFP 249: 3 Silent Killers to Your Investments

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

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
• Book a Speaking Event
• Email Your Financial Pharmacist: [e-mail]
• YFP Tax
• YFP 233: Tax Moves to Consider Before 2022
• YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven
• YFP 239: Two Financial I's You May be Overlooking
• YFP 208: Why Minimizing Fees On Your Investments Is So Important
• Are You Making This $1 Million Mistake?
• Your Financial Pharmacist Disclaimer and Disclosures