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Separating Politics from Portfolios (2/3/2024)
Manage episode 399396587 series 3083349
المحتوى المقدم من Alec Kelso and The Real Money Pros. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Alec Kelso and The Real Money Pros أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Jeremiah, Brian, and Steve Cilley navigate through economic trends and financial strategies. Contrary to past recession predictions, they discuss the importance of anchoring financial plans to personal goals, urging listeners not to let politics dictate their approach. Unraveling the true essence of portfolio rebalancing, the hosts delve into its strategic nuances. The episode sparks debates on Basic Universal Income, higher minimum wages, and the intricacies of S.A.L.T. taxes. Exploring the complexities of tax codes, they question the necessity of convoluted structures and offer valuable tax strategies related to Health Savings Accounts (HSAs). Today's lesson: TAKE ACTION!
Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Brian Wiley, Financial Advisor
Steve Cilley, CEO of Ataraxis PEO
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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/
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