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#503: Two Cents Week of 4/15/24 - The Global Race of Cutting Rates; Comparing vs Prioritizing Wealth; Dirty Dozen Tax Scams

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Innehåll tillhandahållet av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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

On this episode, Matt, Victoria, and Rabih discuss global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of starting a financial plan and common reasons why people are intimidated to start. Finally, they go through Tax Day facts, the annual dirty dozen tax scams, and what fraud claims the IRS is cracking down on.

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.

  continue reading

511 episoder

Artwork
iconDela
 
Manage episode 412663761 series 1001476
Innehåll tillhandahållet av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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

On this episode, Matt, Victoria, and Rabih discuss global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of starting a financial plan and common reasons why people are intimidated to start. Finally, they go through Tax Day facts, the annual dirty dozen tax scams, and what fraud claims the IRS is cracking down on.

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.

  continue reading

511 episoder

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