New Year Predictions & Preparations (12/30/2023)

Every end of the year, we give our personal predictions for 2024; Everything from sector performance, real estate, and more. Plus, we review our last year's predictions! What did we get right and what did we get wrong? Let's just say Brian's pessimism of home builder stocks in 2023 was greatly proven wrong... Will crypto and tech rule 2024?

Tax planning for the new year starts NOW! With new legislation, we can expect to see a rise in tax rates, so it's imperative that we start to plan for those increases as soon as we can. Steve Rausch gets pulled into the studio for a couple of segments to discuss how to properly gift property to your heirs. We talk about how step-up in basis works and the potential complexities and issues it can bring to a bad estate planning strategy.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

https://www.capitalcitylawoffice.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Steve Rausch, Estate Planning Attorney

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SPONSORS:

Academy Mortgage:

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Lively (HSAs and FSAs)

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Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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