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Contenido proporcionado por Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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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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Contenido proporcionado por Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

513 episodios

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Manage episode 412663761 series 1001476
Contenido proporcionado por Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

513 episodios

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