Q&A: Recasting a Mortgage, Starting an ATM Biz, & Arbitraging Tax Refunds
Rich Habits Podcast
Navigating Taxes and Investments Wisely
This chapter highlights the importance of understanding tax laws while responsibly optimizing tax situations, encouraging a constructive relationship with the IRS. It also covers reliable financial services, listener inquiries on real estate investments, and provides insights on strategic portfolio growth.
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!
- Should I buy an ATM business?
- Take out a HELOC to invest?
- How do I buy the dip effectively?
- Can I arbitrage my tax refund every year?
- Should we sell our home and live overseas?
- FXAIX vs. VOO
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Disclosures:
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction.
Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. See public.com/#disclosures-main for more information.
Alpha is an experiment brought to you by Public Holdings, Inc. (“Public”). Alpha is an artificial intelligence investment exploration tool powered by GPT-4, a generative large language model offered by OpenAI. Given that Alpha is an experimental technology, it may sometimes give inaccurate or inappropriate information. Any output generated by Alpha is not and should not be construed as investment research, investment advice, or a recommendation to buy or sell a security, nor should any output serve as the basis for any investment decisions. Alpha output is provided “as is” and Public makes no representations or warranties with respect to the accuracy, completeness, quality, timeliness, or any other characteristic of Alpha output.
We strongly recommend that you independently evaluate and verify the accuracy of any Alpha output for your use case. Additional information and disclosures at https://public.com/alpha.
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