Five Minute Finance

Capital Pains


Listen Later

Join us this week as Matt Robison and I discuss the strategies for minimizing capital gains taxes in today’s profitable housing market. We'll share a real-life client story that highlights how a couple saved thousands in tax liability by leveraging home improvement receipts and the primary residence exclusion. Discover how meticulous record-keeping and strategic planning can significantly reduce your tax burden, allowing you to keep more of the profit from the sale of your home. Tune in for tips on maximizing your tax savings and ensuring your home sale benefits you, not just Uncle Sam.


Are you ready to create your ideal lifestyle?  Let’s Connect.


Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

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

Five Minute FinanceBy Mike Morton, CFP®, RLP®, ChFC®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

21 ratings


More shows like Five Minute Finance

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,674 Listeners

Planet Money by NPR

Planet Money

30,609 Listeners

The Ramsey Show by Ramsey Network

The Ramsey Show

39,228 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,242 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,956 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

816 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

The MeatEater Podcast by MeatEater

The MeatEater Podcast

38,020 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

557 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

883 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

The Peter Attia Drive by Peter Attia, MD

The Peter Attia Drive

8,043 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,435 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

438 Listeners