Skip to site content
The Show

Capital Gains, Mortgages, and Retire Early but Beware

The Holidays are officially here. Most people are working a short week, but hopefully you are still wanting your weekly dose of the Money Show. There is a good chance that there will not be a new show next Monday (headed down to Orlando with the family…. we are going to spend Thanksgiving with Mickey Mouse and Cinderella).

As for today’s show we cover the following:

Capital Gains Looming Once Again by David Hoffman with Investment News… Investment News is an industry magazine that I get, but I think the information in the article is important because it ties to our discussion from last week about the level of distributions that many of us will recieve this year from our Mutual Funds.

What Kind of Loan Should You Get provided by SmartMoney.com… Many of you have asked me to share my insights on what type of loan you should get for your home. Read this article and you may also consider using the worksheet that Smartmoney provides as well at the following link (click here)

The Pitch: Retire Early. The Catch: Shady Brokers by Kathy Chu from USA Today… With the large numbers of Baby Boomers that are about to retire you need to make sure that you understand that some advisors may promise you more than what can be considered reasonable.

I hope everyone has a great Thanksgiving!!!!

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts for new episodes every Friday, live streams every Tuesday at 10am CT, and new highlight clips throughout the week.

Related Content

Free Resources

Home Buying Checklist

Answer these questions BEFORE you consider buying a home.

View Resource

How Much Should You Save?

How much of your income can you replace in retirement? You can replace different portions of your income in retirement…

View Resource

Tax Guide 2023

Updated for 2023! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…

View Resource

Articles

Are We Financial Misers for Investing 60% of Income in Your Mid-20s?

, ,

Read More

Does the 25% Gross Mortgage Rule Still Apply in 2024?

, ,

Read More

Why Is Diversification Safer Despite 100% Stock Success?

, ,

Read More

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

https://moneyguy.com/wp-content/uploads/2023/10/accent-icon-book.png

Millionaire Mission (Brian’s Book)

Buy Now
https://moneyguy.com/wp-content/uploads/2023/10/accent-icon-math.png

Know Your Number Course

Buy Now
https://moneyguy.com/wp-content/uploads/2023/10/accent-icon-pencil.png

The Money Guy Net Worth Tool

Buy Now

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

REACT WorstHousingAdvice B

Financial Advisors React to the Worst Housing Advice on TikTok

Watch Now
401k Sucks

What Should I Do If My 401(k) Sucks?

Watch Now
Financial Planning

Financial Planning 101 (By Age) – The Complete Guide to Financial Success

Watch Now