Radio: Financial Decisions in 2018

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On January 20, 2018, David John Marotta appeared on Radio 1070 WINA’s Real Estate Matters with host Michael Guthrie to discuss managing your money in 2018.

This show covers a lot of ground over 23 minutes of conversation.

Show Outline

Here’s a brief show outline of what host Michael Guthrie and guest David John Marotta discuss:

2 minutes: Tax Cuts and Jobs Act and an overview of the 2018 outlook

5 minutes: how you can use the Gift Clumping strategy to save on taxes

8 minutes: interest rate outlook

12 minutes: What should your financial priorities be? (Fund your Roth!)

14 minutes: Gone Fishing Portfolios, our website philosophy, and fiduciary philosophy

15 minutes: Should you rent or sell your old house?

19 minutes: use a 529 account to save on taxes

20 minutes: Where is Your Priority: Tax Preparation or Tax Planning?

21 minutes: The Markets Can’t Go Up Indefinitely, Can They?

23 minutes: “It is always a good time to have a balanced portfolio.”


Listen to the audio here:

For more articles on real estate, you might enjoy reading our articles on Mortgage Analysis.

Photo by Alvin Engler on Unsplash

Follow Megan Russell:

Chief Operating Officer, CFP®, APMA®

Megan Russell has worked with Marotta Wealth Management most of her life. She loves to find ways to make the complexities of financial planning accessible to everyone. She is the author of over 800 financial articles and is known for her expertise on tax planning.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.