Handing Out Financial Superlatives
Aug 13, 2019•13 min•Ep. 40
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Episode description
Remember your senior yearbook that included superlatives like 'Most Popular' and 'Class Clown'? Well, we're taking that idea and applying it to the financial world by picking out the investment options that are 'Most Overrated', 'Most Underrated', 'Most Popular', and 'Most Likely to Disappoint.'
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Today's rundown:
[1:03] – Class Superlatives at the School of Financial Strategies
- [1:33] Most Underrated: Roth IRA
- [3:05] Most Overrated: Expensive Cars
- [5:24] Most Likely to Disappoint: Whole Life Insurance Policies
- [7:05] Most Popular: 401(k), 403(b), TSP (Thrift Savings Plan)
[9:20] – Possible Winner Overthrow?
- Could the Roth take over as Most Popular?
[10:10] – Teachers Pet: The Variable Annuity
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