EPISODE · Nov 10, 2022 · 55 MIN
Not Your Keys, Not Your Cheese | Your Money Podcast – Episode 426
from Revere Asset Management - Your Money
What a difference a day makes! The shop reviews this week’s crypto crash and the meaning behind ‘not your keys, not your cheese’ before diving into gift & estate tax changes, bond opportunities, and the ten risks that could sink the market next year. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Intro 2:00 – Ten Risks that Could Sink the Market Next Year 5:00 – Late-Arrival Bond Opportunities 8:00 – Sequence of Returns 13:30 – Gift & Estate Tax Changes 15:30 – Wash Rules & Loss Harvesting 18:00 – Explaining the FTX Crypto Crash 28:00 – Not Your Keys, Not Your Cheese 33:00 – Leveraging Damage 40:00 – Self-Control Stop Limits 42:00 – Mailbag: Talking Transparency 50:00 – Two Questions for Any Advisor — Show Links: 7 Things Near-Retirees Need to Know About Sequence of Returns Risk https://www.thinkadvisor.com/2022/10/20/jeffrey-levine-7-things-to-know-about-sequence-of-returns-risk 10 Risks that could Crash the Global Economy in 2023 https://www.thinkadvisor.com/2022/11/08/10-risks-that-could-crash-the-global-economy-in-2023 The Fed’s Silver Lining for Retirement Portfolios https://www.thinkadvisor.com/2022/11/03/the-feds-silver-lining-for-retirement-portfolios Tax Loss Harvesting is Easier with ETFs, but Beware of the Wash Sale Rule https://www.thinkadvisor.com/2022/11/04/tax-loss-harvesting-is-easier-with-etfs-but-beware-the-wash-sale-rule IRS Expands 401k Tax-Favored Approval Proceeds to 403(b)s https://www.thinkadvisor.com/2022/11/07/irs-expands-401k-tax-favored-approval-process-to-403bs IRS Raises Gifts, Estate Exemptions for 2023 https://financialadvisoriq.com/c/3815964/490384/raises_gift_estate_exemptions U.S. Supreme Court considers restraining regulators’ powers – Financial Times https://www.ft.com/content/6eec281c-0201-4576-b1a1-919bd8100e58 — To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe. As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: [email protected], [email protected], [email protected], or [email protected]. – Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information, just go to RevereAsset.com The post Not Your Keys, Not Your Cheese | Your Money Podcast – Episode 426 appeared first on Revere Asset Management.
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Not Your Keys, Not Your Cheese | Your Money Podcast – Episode 426
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