Episode 528: Zach and Matthew explore nine common, but avoidable, regrets that are often heard by financial advisors. They also delve into the IRS’s Section 121 Exclusion, revealing details for avoiding capital gains tax on the sale of your home!
Money-Savvy Kids & Backdoor Roths
Market Corrections & Investor Mistakes
The Coronavirus & Your Savings
Wills & Side Hustles
Filing Taxes & Freezing Credit
Social Security & Money Traps
Tax Prep & Consolidation Loans
Financial Fallacies & Cryptocurrency
Winter Getaways & Wealth Building
Decade Goals & Investing for Couples
SMART Goals & Asset Allocation
Decade in Review & The Secure Act
Market Momentum & Debt After Death
Annuities Unraveled & Bankruptcies Avoided
The Market Shift & Best College Majors (Reloaded)
Roth Withdrawals & The National Debt (Reloaded)
Retirement Insights & Beater Cars
The Market Shift & Best College Majors
Roth Withdrawals & The National Debt
Black Friday & 2019 Tax Tips
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