Opportunities, Challenges and Tricks Coming From Trump's New Tax Law - 150

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

🗓️ 21 January 2018

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe and Big Al weigh in on 10 retirement resolutions experts say you should make for 2018. We’ll learn some new opportunities, challenges and potential tricks coming out of President Donald Trump’s new tax law. We’ll find out the secrets to Big Al’s big wallet, and how Joe is unwillingly helping his boy Mikey cut expenses. And we’ll hear one of the rare instances when the fellas kinda butcher the answer to an estate planning question. (Photo of Donald Trump by Gage Skidmore)

Transcript

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0:00.0	Hey, San Diego. If you want to know where the market is now and where it might be headed,
0:03.7	Pure Financial Advisors is now hosting a free monthly lunch and learn session on the last Thursday
0:08.0	of every month at their office, right in Mission Valley. Director of Research Brian Perry, CFP,
0:12.8	will explain what the data is telling us about the health of the economy and which details
0:16.5	you should pay attention to. And lunch is included. Space is limited and these events usually sell out.
0:22.1	So visit purefinancial.com slash lunch or call 888-994-6257 to reserve your spot for the free
0:28.9	monthly lunch and learn on the last Thursday of the month presented by Pure Financial Advisors.
0:33.5	Call 888-994-6257 or visit purefinancial.com slash lunch.
0:39.3	Today on Your Money, Your Wealth, Joe and Big Al weigh in on 10 retirement resolutions.
0:44.1	Experts say you should be making for 2018.
0:46.9	We'll learn some of the new opportunities, challenges, and potential tricks coming out of President Donald Trump's new tax law.
0:52.4	We'll find out the secrets to Big Al's
0:54.4	Big Wallet and how Joe is unwillingly helping his boy Mikey cut expenses. And we'll hear one of
1:00.1	the rare instances when the fellows kind of butcher the answer to an estate planning question,
1:04.7	as well as butchering the names of some of the most highly respected financial minds in the
1:09.1	world. Now, with some pretty impressive financial minds of their own, but their mouths just need to catch up.
1:14.5	Here are Joe Anderson CFP and Big Al Clopine CPA.
1:18.3	Got a lot of things to discuss today.
1:20.8	Some good.
1:21.8	Some probably boring.
1:23.5	Some exciting.
1:24.9	It's just a whole mixed bag of goodies.
	...

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