Larry Kiser discusses what qualified money is and what Larry thinks a good threshold is for people saving it. Larry describes the pitfalls of putting too much money on pre-tax accounts and leaving them on autopilot and the three buckets of money and what the tax implications for each are. Larry talks about his Thanksgiving travel to an oddly named Utah county.

Ready to build your retirement plan? Visit https://www.sagewealthdesign.com/ to connect with Larry and his team today!

Larry Kiser discusses what qualified money is and what Larry thinks a good threshold is for people saving it. Larry describes the pitfalls of putting too much money on pre-tax accounts and leaving them on autopilot and the three buckets of money and what the tax implications for each are. Larry talks about his Thanksgiving travel to an oddly named Utah county.
Ready to build your retirement plan? Visit <a href="https://www.sagewealthdesign.com/">https://www.sagewealthdesign.com/</a> to connect with Larry and his team today!

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.

That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!



Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.
That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!
 
Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24