2025-07-26 Fed Drama, Tax Buckets, and Your $10K Investment Options: A Complete Money Makeover Guide
Update: 2025-07-27
Description
Fed Drama, Tax Buckets, and Your $10K Investment Options: A Complete Money Makeover Guide Join Josh Gilbert and senior tax strategist Jeff Zufall for an entertaining dive into the current financial soap opera between Trump and Fed Chair Jerome Powell over interest rates, plus a practical breakdown of investment options for your spare cash. From explaining the three essential tax buckets (taxable, tax-deferred, and tax-free) to exploring what to do with $10,000 burning a hole in your pocket, this episode covers everything from individual stocks and mutual funds to CDs, money markets, and the hidden dangers of expired savings bonds. Jeff emphasizes why having one person handle both your wealth management and tax strategy is crucial, while Josh brings his signature humor to complex financial concepts, making this essential listening for anyone wanting to beat inflation and keep more of what they earn. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
