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Tax Tactics, Emotional Bonds, & Inherited Treasures (2/10/2024)
Manage episode 400749213 series 3083349
Innhold levert av Alec Kelso and The Real Money Pros. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alec Kelso and The Real Money Pros eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In our first-ever live show for KFBK, we discuss the nuances of inheriting property, including the tax implications and gifting strategies. Brian and Jeremiah share heartfelt stories about emotional attachments to inherited items, offering guidance on whether to keep, sell, or gift them. Plus, we discuss the importance of establishing asset value, uncovering hidden assets, and maximizing investment potential in collectibles like comic books and coins. And many caller questions!
Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Brian Wiley, 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
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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100 episoder
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