• 3 Keys to Retirement Income Distribution with Tommy Part 2

  • Feb 7 2022
  • Length: 13 mins
  • Podcast

3 Keys to Retirement Income Distribution with Tommy Part 2 By cover art

3 Keys to Retirement Income Distribution with Tommy Part 2

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  • Summary

  • In this episode, Tommy shares the essence of paying attention to taxes and having a diversified portifolio on non-correlated assets. 

    Listen in for an informative learning experience. 

    Key Talking Points of the Episode

    • Second key to retirement income distribution: pay attention to taxes.
    • What is crypto tax debt and its similarity/difference with stock tax.
    • Third key to retirement income distribution: have a well-diversified portfolio with non-correlated assets.
    • Tommy's parting sort. 

    Standout Quotes from The Episode: 

    "I think that people have to understand what bracket they're in. If they're not planning well, they can pay an extra 10% on distributions."

    "Diversify your wealth seven or eight ways because you don't know what danger may fall upon the earth."

    "You are not diversifying if you buy Microsoft stock, Home Depot stock, and Procter Gamble. That is called company diversification."

    Connect With Tommy:

    Website: https://thirdactretirement.com/

    Call: 1-800-917-5016 or 770-971-2888 to set up a free call
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