Mr Money Talks: Financial Planning and Tax Strategies with Mark Rothstein (07/13/24)

In this episode, financial expert Mark Rothstein shares invaluable insights on financial planning and tax strategies, focusing on the importance of seeking professional help, especially for parents who financially support their adult children. With over 40 years of experience, Rothstein discusses the significance of year-round tax planning and addresses recent stock market performance, including potential interest rate cuts. He also delves into investment strategies, diversification, tax penalty relief, and the importance of having a will and trust. Tune in to gain knowledge that can help you safeguard your financial future.