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Should You Pay the Tax or Take on Debt?
Selling appreciated investments could trigger a tax bill, while borrowing may let you access cash without an immediate sale. This episode breaks down when each strategy can make sense, the risks of using debt simply to avoid taxes, and why how you plan to repay the loan matters just as much as the tax savings.
Asset Location: Why Where You Hold Your Investments Matters
Choosing the right investments is only part of the equation. How asset location across taxable, Traditional, and Roth accounts can affect taxes, retirement income, and your financial flexibility over time.
Dr. David Kelly of J.P. Morgan | AI, Gold, & What’s Next for Investors
In this exclusive interview, Brian and Jeremiah sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, for a compelling look at the forces driving today’s economy and the trends shaping tomorrow’s markets.
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About Real Money Pros
Real Money Pros is the nationwide leader in uncommon dollars and sense. Heard daily on dozens of radio stations, online and beyond, the Real Money Pros team is made up of practicing, fiduciary-only financial advisors, meaning they are legally bound to act in their clients' best interests.
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