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Tax Planning Mentality, BTC in a 401(k), Mitt's Massive IRA | Sean Mullaney

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Manage episode 347847382 series 2795240
Content provided by Andy Flattery, CFP® and Andy Flattery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Flattery, CFP® and Andy Flattery 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://player.fm/legal.

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:
- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA
Outro: https://www.youtube.com/watch?v=ZOaj1TCMows
Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to
andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 347847382 series 2795240
Content provided by Andy Flattery, CFP® and Andy Flattery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Flattery, CFP® and Andy Flattery 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://player.fm/legal.

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:
- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA
Outro: https://www.youtube.com/watch?v=ZOaj1TCMows
Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to
andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

  continue reading

62 episodes

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