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!
Family Finances & 2020 Tax Strategies
Post-COVID Planning & Retirement Incomes
Biden Taxes & SIMPLE IRAs
Money No-Nos & Market Caps
Unexpected Retirements & The Debtor Mindset
Financial Success & Hefty HSAs
Financial Literacy & Charitable Giving
Investor Psychology & College Loans
Money Lessons & Old 401(k)s
Decluttering & "Conventional" Wisdom
Emotional Investing & A Billionaire's Advice
Retirement Tips & More Tips
Post-Pandemic Skills & The 2020 Election
Stock Rotations & Investing Risks
Tax Strategies & Diversification
Bad Investing & Recession Survival
Presidential Elections & Robocall Scams
Templeton's Rules & COVID Trials
401(k) Rollovers & COVID Markets
Sneaky Supermarkets & Diversification 101
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