August 23, 2024

In today’s show, hosts Shana Burt and Seth Udinski discussed real estate planning, financial decision-making, and investment strategies. They explored topics like handling inherited property, tax implications, and capital gains on generational transfers. Shana provided guidance on an inherited house, answering listener questions about taxes, regulations, and financial steps for asset transfers. The hosts also addressed ethical considerations in generational planning and answered listener calls, covering investment strategies, cost basis on inheritance, and the relationship between gold prices and stock performance. Shana wrapped up the show with her key takeaways for the week.

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Changing your plan may require you to select new sectors for certain stocks