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What is an Exchange Fund (and Should You Ever Join One)?

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Manage episode 436884192 series 2653925
Indhold leveret af Scott Frank. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Frank eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them?

Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity.

Ready to learn more?

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

  continue reading

209 episoder

Artwork
iconDel
 
Manage episode 436884192 series 2653925
Indhold leveret af Scott Frank. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Frank eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them?

Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity.

Ready to learn more?

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

  continue reading

209 episoder

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