What a difference a day makes! The shop reviews this week’s crypto crash and the meaning behind ‘not your keys, not your cheese’ before diving into gift & estate tax changes, bond opportunities, and the ten risks that could sink the market next year.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0:00 – Intro
2:00 – Ten Risks that Could Sink the Market Next Year
5:00 – Late-Arrival Bond Opportunities
8:00 – Sequence of Returns
13:30 – Gift & Estate Tax Changes
15:30 – Wash Rules & Loss Harvesting
18:00 – Explaining the FTX Crypto Crash
28:00 – Not Your Keys, Not Your Cheese
33:00 – Leveraging Damage
40:00 – Self-Control Stop Limits
42:00 – Mailbag: Talking Transparency
50:00 – Two Questions for Any Advisor
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Show Links:
7 Things Near-Retirees Need to Know About Sequence of Returns Risk
https://www.thinkadvisor.com/2022/10/20/jeffrey-levine-7-things-to-know-about-sequence-of-returns-risk
10 Risks that could Crash the Global Economy in 2023
https://www.thinkadvisor.com/2022/11/08/10-risks-that-could-crash-the-global-economy-in-2023
The Fed’s Silver Lining for Retirement Portfolios
https://www.thinkadvisor.com/2022/11/03/the-feds-silver-lining-for-retirement-portfolios
Tax Loss Harvesting is Easier with ETFs, but Beware of the Wash Sale Rule
https://www.thinkadvisor.com/2022/11/04/tax-loss-harvesting-is-easier-with-etfs-but-beware-the-wash-sale-rule
IRS Expands 401k Tax-Favored Approval Proceeds to 403(b)s
https://www.thinkadvisor.com/2022/11/07/irs-expands-401k-tax-favored-approval-process-to-403bs
IRS Raises Gifts, Estate Exemptions for 2023
https://financialadvisoriq.com/c/3815964/490384/raises_gift_estate_exemptions
U.S. Supreme Court considers restraining regulators’ powers – Financial Times
https://www.ft.com/content/6eec281c-0201-4576-b1a1-919bd8100e58
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As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.
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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to RevereAsset.com
