Tax Tactics, Emotional Bonds, & Inherited Treasures (2/10/2024)

In our first-ever live show for KFBK, we discuss the nuances of inheriting property, including the tax implications and gifting strategies. Brian and Jeremiah share heartfelt stories about emotional attachments to inherited items, offering guidance on whether to keep, sell, or gift them. Plus, we discuss the importance of establishing asset value, uncovering hidden assets, and maximizing investment potential in collectibles like comic books and coins. And many caller questions!

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates, Financial Advisor

Brian Wiley, Financial Advisor

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SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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