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It's the Season to Give – Just Not to the IRS (12/2/2023)
Manage episode 387543562 series 3083349
Inhalt bereitgestellt von Alec Kelso and The Real Money Pros. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Alec Kelso and The Real Money Pros oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In the first hour, Brian flies solo to talk about his most recent DIY investor mistake... Yes, even he makes mistakes! He explains what to do to prevent what he did and gives other tips on picking and buying companies during market pessimism. Who doesn't like buying things on sale? Jeremiah helps end the hour with a November market update – it was a good month! This year has been kind to tech stocks, but are we starting to see the tide turn back to other alternatives? Plus, December means the season of giving, but giving could mean taxes! The guys give ways to be extra tax-efficient and helps you understand the gift tax rules.
Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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