Dollars & Sense, Tequila & Travel
BROADCAST: Dollars & Sense, 04/10/22
Episode Summary: Marc chats about his recent schooling in tequila and how some folks are surprised at their tax obligation… can you say… Capital Gains.
SEGMENT 1: (1:18) Marc discusses his ‘tequila revelation… and answers why your tax obligation for 2021 is an unexpected one for some.
SEGMENT 2: (18:17) Capital gains and taxes, can you minimize distribution?
SEGMENT 3: (35:18) Mortgage rates and housing prices.
SEGMENT 4: (50:53) Listener questions
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
A full complement of Dollars & Sense broadcasts found here. #Enjoy