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50. 3 Takeaways from the Berkshire Hathaway Meeting, Foreign Property Reporting on your Tax Returns, and Expected Future Returns for Stocks and Bonds
Hello and welcome to Retire Me Episode 50!
On today's episode, we discuss:
1) 3 main takeaways from the Annual Berkshire Hathaway Meeting
2) Reporting foreign property on your tax returns
3) Expected returns of stocks and bonds going forward
Detailed notes and resources from this episode will be posted on my website later this week at www.walhoutfinancial.ca/podcast
Timeline:
0.00 - Happy Belated Mothers Day!
2:02 - I discuss my 3 favorite takeaways from the Berkshire Hathaway General Meeting
9:16 - I discuss reporting Foreign Property on your Income Tax Returns, what qualifies, what doesn't, and the penalties for missing this requirement on your tax returns.
13:27 - I discusses the assumptions I use for future stock and bond returns, and the rationale behind preparing for lower future returns after recent returns have been quite high
Thanks for listening!
Mark
View all episodes
By Mark WalhoutHello and welcome to Retire Me Episode 50!
On today's episode, we discuss:
1) 3 main takeaways from the Annual Berkshire Hathaway Meeting
2) Reporting foreign property on your tax returns
3) Expected returns of stocks and bonds going forward
Detailed notes and resources from this episode will be posted on my website later this week at www.walhoutfinancial.ca/podcast
Timeline:
0.00 - Happy Belated Mothers Day!
2:02 - I discuss my 3 favorite takeaways from the Berkshire Hathaway General Meeting
9:16 - I discuss reporting Foreign Property on your Income Tax Returns, what qualifies, what doesn't, and the penalties for missing this requirement on your tax returns.
13:27 - I discusses the assumptions I use for future stock and bond returns, and the rationale behind preparing for lower future returns after recent returns have been quite high
Thanks for listening!
Mark