by Lance Roberts
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| (9/22/23) The Trump tax cuts of 2017 temporarily doubled the base amount individuals could give away without paying estate taxes to $10 million. These cuts are due to expire in 2026, pushing wealthy Americans to move fast. The Oscar Meyer Weinermobile is returning; Jerome Powell & the shrinking market; the resilience of the consumer is weakening, cooling down. Candid Coffee preview of Progression Planning presentation: Having the Conversation; Trump Tax Cuts are expiring in 2026; what you need to do now; the Roth Solution. Autumn onset; family funds & tax planning; the use of life insurance: Making sure your money goes to family instead of the government. How inflation is affecting financial planning; your advisor must be a student of inflation 2:54 - Oscar Meyer Mobile & Shrinking Market 14:12 - Candid Coffee Promo/Preview 30:16 - BlackRock and Tax Cut Expirations 44:17 - Autumn Onset & Family Fund Tax Planning Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell, "Post-Meeting Fed = Opportunity" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is the Fed Too Hawkish Now?" -E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=17s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #TrumpTaxCuts #FinancialPlanning #FederalReserve #FOMC #interestRates #JeromePowell #SoftLanding #Markets #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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