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!
Inflation 101 | Payday Panic
Wealth Protection | Fraud Immunization
Working Remotely | Retirement Regrets
Retirement Regrets | Forgiveness Overturned
Stock Surge | AI and Finances
Interest Rates | Life Expectancy
Navigating 59½ | Long-Term Care
Financial Regrets | Tax Fraud
S&P Rethink | AI vs. Market
Giving Anyway | The Debt Ceiling
Retirement Resilience | The 401(k)
Investing Insights | Beneficiary Blunders
EV vs. Gas | Bear Lessons
Kids & Cash | U.S. vs. Global
Social Security | Insurance Secrets
Retirement Stats | Refund Options
Debunking Pessimism | Escaping Scarcity
ESG Investing | Dollar vs. Yuan
Cutting Complexity | Time-Tested Tactics
IRA Insights | The Fed
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