PODCAST EPISODE 225: Treasure Hunting, Bond Investing, and Unexpected Taxes.

ByPaul Adams

WHAT WAS COVERED

  • 00:00 – Paul welcomes listeners.
  • 01:15 – Today’s topics.
  • 02:00 – Article Breakdown: “Treasure Hunter Still In Jail For Refusing To Disclose Where Millions of Dollar Worth of Gold Coins”.
  • 05:35 – Article Breakdown: “Retirees Often Make 1 Big Mistake With Bonds. Here’s What To Avoid”.
  • 12:30 – Article Breakdown: “The Huge Tax Bills That Came Out of Nowhere at Vanguard”.
  • 22:46 – Episode ends, thank you for listening.

[Tweet “Other investors’ behavior inherently affects you even with bonds. #YourBusinessYourWealth”]

[Tweet “You can be a long-term buy and hold investor in a mutual fund, but things that other people do, including the fund manager, can generate a tax bill to you without you having sold anything.  #YourBusinessYourWealth“]

[Tweet “Most clients we meet don’t need someone making decisions for them, they’ve just outgrown their comfort level of capital invested and look to understand how certain decisions play out. #YourBusinessYourWealth“]

LINKS

“Retirees often make one big mistake with bonds. Here’s what to avoid.” – CNBC

“The Huge Tax Bills That Came Out of Nowhere at Vanguard” -WSJ

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Loserthink: How Untrained Brains Are Ruining America

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This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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PRODUCTION CREDITS

Podcast production and show notes by Greater North Productions LLC

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Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

Financial Advisor
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