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Global Fiduciary Insights
Advisorpedia
6 episodes
6 months ago
Chris J. Battaglia, President of the Global Fiduciary Symposium, interviews top global investors and thought leaders to explore how the world’s largest capital pools are enhancing outcomes for millions, shaping the future growth of economies.
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Investing
Business,
Management
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All content for Global Fiduciary Insights is the property of Advisorpedia and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Chris J. Battaglia, President of the Global Fiduciary Symposium, interviews top global investors and thought leaders to explore how the world’s largest capital pools are enhancing outcomes for millions, shaping the future growth of economies.
Show more...
Investing
Business,
Management
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Economic Realities - Home Ownership in Uncertain Times
Global Fiduciary Insights
26 minutes 36 seconds
1 year ago
Economic Realities - Home Ownership in Uncertain Times
In today’s episode, Chris Battaglia welcomes back economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes (https://www.amazon.com/Money-Magic-Economists-Secrets-Better/dp/0316541958/ref=asc_df_0316541958/?tag=hyprod-20&linkCode=df0&hvadid=532701074352&hvpos=&hvnetw=g&hvrand=5062265608962550966&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9029028&hvtargid=pla-1378663276030&psc=1&mcid=349c3964eda93a1f855c20560d0e4bd9)”, Larry Kotlikoff, to discuss inflation, rising interest rates and the effect they may be having across different elements in investors’ portfolios.They discuss several strategies homeowners may want to consider:* Using IRAs, Roth IRAs or even savings to pay down mortgages* Major tax breaks available to homeowners that have nothing to do with your mortgages* The benefits of using software – particularly Maxifi Planning Software – to help with financial decisions* Different levers to consider when deciding whether or not to buy a home, including children, education costs and more.
Global Fiduciary Insights
Chris J. Battaglia, President of the Global Fiduciary Symposium, interviews top global investors and thought leaders to explore how the world’s largest capital pools are enhancing outcomes for millions, shaping the future growth of economies.