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.
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.”
For more articles on real estate, you might enjoy reading our articles on Mortgage Analysis.
Photo by Alvin Engler on Unsplash