Phil’s Tax Hacks

Ep 137: Top 10 Financial Debates – Part 1

June 2, 2022

Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On today’s episode, we’ll break down some famous financial debates and how each side approaches these topics. Who do you agree with?


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Key points: 

1:05 – To pay off the house or to not pay off

7:50 - Individual bonds vs. bond funds

11:18 – Nobody needs life insurance after retirement

17:47 – Annuities are a rip-off

25:08 – Fee-based advisor vs. commissioned broker


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