Scott and James discuss how to prioritize conflicting financial strategies.

Planning Points Discussed

• Retirement Planning
• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:30 - Introduction

3:02 - Asset Location v. Asset Allocation

5:38 - International Investments

8:21 - Taxation of Retirement Accounts

11:04 - Retirement Account Penalties

14:36 - Focusing On Your Goals

17:31 - Municipal Bond Taxation

20:06 - Importance of Your Time Horizon

21:24 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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