Retire SMART Podcast · Yesterday · 13 min
Ep 457. Insider Trading, Tax Increases & a Smarter Way to Diversify
0:00-13:32
transcript
show notes
David and Chip dive into several financial and economic controversies, from growing efforts to ban lawmakers from trading individual stocks to a White House staffer accused of profiting from inside information. They also discuss why financial literacy can help prevent financial crime, question potential conflicts of interest surrounding AARP and Medicare Advantage, examine Omaha Public Schools’ proposed property tax increase, and highlight a tax strategy that can help investors diversify large stock positions without immediately triggering capital gains.