Capital Gains, Mortgages, and Retire Early but Beware

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 19 November 2007

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. For more information, visit the show notes at http://www.moneyguy.com/2007/11/capital-gains-mortgages-and-retire-early-but-beware Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, The Money Guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, The Money Guy.
0:15.9	Welcome to The Money Guy Show.
0:17.4	This is the week right before we go into a very early Thanksgiving and I want to thank
0:21.2	you for joining us here on The Money Guy Show.
0:23.8	If you want to go check out our website that's money-guy.com and I am your host, Brian Preston.
0:29.4	My day, I'm a fee only financial planner and I'm glad you've joined me because we're
0:32.5	going to help you make the best financial decisions with your money.
0:36.0	As I always say, we're going to restore order to your financial chaos and we're going
0:39.6	beyond common sense.
0:40.6	And what we're talking about today is we're kind of coming back to something I talked
0:44.0	about actually in last week's show.
0:46.7	And I think it's that important because there was an article that came out in the investment
0:50.3	news that I get as an advisor, you can go buy the investment news as well, but it's primarily
0:54.9	a trade magazine that comes out to financial advisors.
0:58.0	There was an article in the November 5th through 9th issue that talked about capital gains
1:03.7	looming once again for most investors and I thought that it was very a good topic to
1:09.4	go and talk about this since I did talk about it last week and it is going to be something
1:13.5	that can dramatically impact your 2007 taxes and I think I can't repeat it enough with
1:19.6	you that you need to pay attention to these taxes because I often say the two big things
	...

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