Highly Appreciated Assets

21/12/2025 50 min
Highly Appreciated Assets

Listen "Highly Appreciated Assets"

Episode Synopsis

As the year winds down, Shawn Maloney and host James Parker take a deep dive into what really happens when you sell a highly appreciated asset — and why doing it wrong could cost you a lot in taxes. He explains the most common mistakes people make and the strategies that can help reduce the tax hit before a sale ever happens. If you’re thinking about selling real estate, a business, or long-held stock, this is a must-listen.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.