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The Dentist Money Show | Financial Planning & Wealth Management

#556: Two Cents 9/7 - Analyzing Market Headlines; Unrealized Capital Gains Tax; Inheritances and Retirement

Sep 7, 2024
39:21

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.


On this episode, Matt, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax, they provide insights into the impact of the potential tax and discuss the likelihood of it being implemented. Finally, they discuss how inheritances can impact retirement planning and emphasize the importance of saving and investing independently.  Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

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