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Tax Tactics, Emotional Bonds, & Inherited Treasures (2/10/2024)
Manage episode 400749213 series 3083349
Inhoud geleverd door Alec Kelso and The Real Money Pros. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Alec Kelso and The Real Money Pros of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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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