The Investment Playbook Show

Capital Gains - The Untold Story


Listen Later

Everyone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before.

Schedule your complimentary Next Steps meeting today!

www.yourlifeafterwork.com

800-928-4001

Resources -

"Phantom Capital Gains", Joe Clark, CFP Phantom Capital Gains - The Financial Enhancement Group (yourlifeafterwork.com)

"Not Every Basket Is Created Equal", article by Grant Soliven, AIF Not Every Basket Is Created Equal - The Financial Enhancement Group (yourlifeafterwork.com)

 

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

 

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to [email protected]

...more
View all episodesView all episodes
Download on the App Store

The Investment Playbook ShowBy Joe Clark