Ep 269. Chasing the "Invest Like the 1%"
In this episode, we kick things off with a look inside the Tax Mastermind seminar, where advisors from across the country gather to sharpen their tax strategies and better serve their clients. From there, we dive into headlines on the risks of chasing “invest like the 1%” real estate promises, looming premium hikes under the Affordable Care Act, and how politics and policy ripple through your financial life.
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In this episode, we kick things off with a look inside the Tax Mastermind seminar, where advisors from across the country gather to sharpen their tax strategies and better serve their clients. From there, we dive into headlines on the risks of chasing “invest like the 1%” real estate promises, looming premium hikes under the Affordable Care Act, and how politics and policy ripple through your financial life.
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