Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities

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

🗓️ 12 November 2007

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today’s show we discuss: 1st Segment includes information on what you need to look at with your portfolio at year end. ** Harvesting Tax Losses ** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year). ** Charitable donation reminder 2nd Segment Six Ways to Save on Auto Insurance by Stephanie AuWerter from SmartMoney Magazine 3rd Segment What’s Wrong with Variable Annuities article publised on the SmartMoney.com website For more information, visit the show notes at http://www.moneyguy.com/2007/11/year-taxes-investments-auto-insurance-savings-variable-annuities/ 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,
0:07.2	investing, taxing.
0:09.2	You've got financial questions, he's got financial answers.
0:12.8	It's Brian Preston, the money guy.
0:16.2	Welcome back to the Money Guys Show.
0:17.5	I am your host, Brian Preston.
0:19.2	If you want to go check out the Money Guys website, you can go to money-guy.com.
0:24.5	And on the Money Guys website, you can go out there and you can pull up our show notes
0:28.7	and then you can even sign up on the left-hand side if you're typing your email address.
0:32.7	We'll email you those show notes.
0:34.1	And what's great about the show notes is that you will get all the links that I talk
0:38.5	about in each week's show.
0:40.6	And if you're just now joining us, this is the Money Guys Show where we do restore order
0:44.8	to your financial chaos.
0:45.8	And what I try to do every week is to go beyond common sense and we've got a lot to
0:49.2	cover today.
0:50.2	What we're going to be talking about is, you know, I looked at the calendar.
0:54.2	It all sneaks up on us so quickly.
0:56.2	It's already November.
0:58.4	And I cannot believe that we're already into the fourth quarter of the year.
1:01.7	And with it being the fourth quarter of the year, I think it's time to go ahead and start
1:04.8	doing that year in planning to make sure that you wind down the year and you're doing
	...

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