Mr Money Talks: Navigating Investing Myths and Maximizing Financial Health (06/29/24 - Recorded 05/18/24)

Join Mark Rothstein in a riveting episode of "Mr Money Talks" as he demystifies common investing misconceptions and lays out strategic pathways for asset allocation, fixed income, and portfolio rebalancing across market conditions. Rothstein provides invaluable insights into tax planning for home sales, revealing legal strategies to minimize tax obligations and maximize returns. The dialogue extends to the vital considerations surrounding IRA beneficiary forms, underscored by the ramifications of the Secure Act on inheritance. With practical tips on handling improvements to property cost basis, Rothstein arms listeners with knowledge to navigate capital gains taxes confidently. Additionally, this episode offers guidance on preserving retirement assets through life's transitions, including divorce, with an emphasis on sound financial planning and tax efficiency. Whether you're a seasoned investor or just starting out, tune in to equip yourself with the essentials for financial empowerment.