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!
The SECURE Act & Investment Fads
529 Plans & Home-Buying Mistakes
Volatile Markets & Cheap Vacations
Medicare Mistakes & Money Wasters
Home Selling & High School Grads
Early Retirement & Tanking Markets
Savings Accounts & Reverse Mortgages
Investing Tools & Health Supplements
Social Security Shortfall & Debt Elimination
Online Security & Expert Mistakes
Audit Triggers & Retirement Security
Investing & Retirement Tips
Middle-Class Millionaires & HSA Myths
Budgeting Blunders & A Happy Retirement
Maxing Social Security & Homeowner Regrets
Your Net Worth & The Last Decade
Retirement Timing & Money Merging
Pot or Not & Goal Crushers
Last Minute Tax Moves & Millionaire Stats
Senior Scams & Student Debt
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