39 minutes | Apr 22, 2021

The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers

Mark & Aaron Discuss the Following on Episode #94:

  • Q1 Equity Returns
  • Top 5 Wealth Killers
  • Tax Consequences of short term trading
  • More inflation numbers
  • What to do if you’re a decade away from retirement

1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../

2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970

3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11

4. Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11

5. Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11

6. Blog post by Peter Lazaroff - https://peterlazaroff.com/10-things-to-do-now-if-youre-a-decade-away-from-retirement/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Individual+vs+Bond+Funds%3A+Which+Should+Be+in+Your+Portfolio%3F&utm_campaign=Mar+23%2C+2021+Newsletter

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Twitter

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