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156: Are you being told this lie about your money? A Conversation with Kassi Hyde

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Manage episode 495070310 series 2447496
Content provided by Jason Scott Montoya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Scott Montoya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Type: Inspirational People Interview

Watch on YouTube >>>

What if the popular advice about retirement is completely wrong for you?

In this Share Life Podcast discussion with Kassi Hyde, I cut through the noise and expose a few truths:

  • The Roth 401k mistake: Everyone is saying you need to "push Roth." But if you're in a high tax bracket, that advice could cause you to pay a lot more in taxes. It simply doesn't fit for everybody.
  • The "perfect life" illusion: It's easy to get wrapped up in what other people have. But you're not seeing what they don't have—or what they've given up to get there.
  • The advisor red flag: If your advisor ever dismisses your questions by saying, "Don't worry, I got this," that is not a way to do business. Trust is built on answers.

Connect With Kassi Hyde

---For additional notes, links, and resources related to the podcast episode, click here.---

Disclaimer: This content is for informational purposes only and is not financial advice. Consult with a qualified professional for advice tailored to your situation.

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 495070310 series 2447496
Content provided by Jason Scott Montoya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Scott Montoya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Type: Inspirational People Interview

Watch on YouTube >>>

What if the popular advice about retirement is completely wrong for you?

In this Share Life Podcast discussion with Kassi Hyde, I cut through the noise and expose a few truths:

  • The Roth 401k mistake: Everyone is saying you need to "push Roth." But if you're in a high tax bracket, that advice could cause you to pay a lot more in taxes. It simply doesn't fit for everybody.
  • The "perfect life" illusion: It's easy to get wrapped up in what other people have. But you're not seeing what they don't have—or what they've given up to get there.
  • The advisor red flag: If your advisor ever dismisses your questions by saying, "Don't worry, I got this," that is not a way to do business. Trust is built on answers.

Connect With Kassi Hyde

---For additional notes, links, and resources related to the podcast episode, click here.---

Disclaimer: This content is for informational purposes only and is not financial advice. Consult with a qualified professional for advice tailored to your situation.

  continue reading

159 episodes

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