How to Avoid the Top 8 Holiday Scams of 2018 - 200

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 18 December 2018

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Julia Wang from ValuePenguin.com tells us which holiday scams are all the rage this season - and how to be smarter than the scammers. Joe and Al answer questions about Roth conversions, Medicare premiums, RMDs, and taxes, doing a 1031 exchange for rental real estate when you don't really want the property, and what your financial bucket list should include before you retire. Transcript and show notes: http://bit.ly/YMYW-200

Transcript

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0:00.0	Today on Your Money, Your Wealth, Julia Wang from Value Penguin.com tells us which holiday
0:05.7	scams are all the rage this season and how we can be smarter than the scammers. Plus,
0:10.7	Joe Anderson's CFP and Big Al Clopine's CPA answer questions about Roth conversions, Medicare,
0:16.0	premiums, RMDs, and taxes. Your options when doing a 1031 exchange for rental real estate that you don't
0:22.0	really want, and what your financial bucket list should include before you retire. I'm producer Andy
0:27.9	Last, and while Joe and Big Al have been doing this show for many, many years, this marks my 200th
0:33.0	episode being a part of the Your Money, Your World podcast. Happy anniversary, everybody.
0:37.8	I'm so pleased to be here with you.
0:39.6	Let's talk scams.
0:41.5	Big Al, Klobine is out of the studio.
0:45.4	So, Andy, it's you and I once again.
0:46.4	That means it's you and me, Joe.
0:47.6	That's it, honey.
0:49.1	This is going to be fantastic.
0:50.3	I'm very excited about our guest today.
0:53.4	Tis the season.
0:55.1	Yes, indeed. You know?
0:56.1	And we have Julia Wang. She's the editor-in-chief and VP of Content of Value Penguin.
1:02.9	You ever go to Value Penguin, Andy?
1:04.5	I have been lately. I'll tell you what.
1:06.1	You did a little recon work?
1:08.0	Absolutely, because they are giving content to consumers to help us understand the value
	...

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