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!
Bankruptcy Breakdown | Healthy & Happy
Long-Term Care | Tax Refunds
Selling a Home | The HSA
Social Security Taxes | SECURE Act 2.0
Blown Retirements | Aging Parents
Wealth Plans | Wills vs. Trusts
Becoming Rich | Filing Taxes
Bad Habits & Retirement Portfolios
2022 Review & Protecting Your Money
Market Movement & Automated Success
The Fed & Financial Resolutions
Market Predictions & Tax Spending
Planning Blunders & Risk Assessment
Combining Finances & Suddenly Single
Secure Act 2.0 & Unclaimed Money
Biggest Regrets & HELOCs 101
The Paradox & Buffett Lessons
Unretirement Options & Money Lessons
Spending Habits & Scammer Stories
Lump Sums & Retirement Planning
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