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#556: Two Cents 9/7 - Analyzing Market Headlines; Unrealized Capital Gains Tax; Inheritances and Retirement

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Manage episode 438772321 series 2498672
Kandungan disediakan oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the potential tax and discuss the likelihood of it being implemented. Finally, they discuss how inheritances can impact retirement planning and emphasize the importance of saving and investing independently. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

558 episod

Artwork
iconKongsi
 
Manage episode 438772321 series 2498672
Kandungan disediakan oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.

On this episode, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the potential tax and discuss the likelihood of it being implemented. Finally, they discuss how inheritances can impact retirement planning and emphasize the importance of saving and investing independently. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

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