04 – Does Your Portfolio Match Your Personal Values?
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04 – Does Your Portfolio Match Your Personal Values?
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explores the importance of aligning your investment portfolio with your personal values. Stewart discusses the controversies surrounding ESG (Environmental, Social, and Governance) investing, explains why ESG might pose financial risks, and highlights the need for investors to understand how their money aligns with their beliefs.
You'll also discover if municipal bonds are still relevant as tax-free income sources for retirees, the hidden implications they have on your Social Security taxes, and the significance of ongoing tax efficiency. Plus, learn more about the Roth Conversion Challenge and how this strategy could protect your retirement savings from future tax hikes.
Tune in to ensure your investments reflect your values and enhance your financial security.
For your free portfolio review, visit AssetPreservationWealth.com.