Nick Hopwood, Harris agrees with Biden on the tax on unrealized gains

5 months ago
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Nick Hopwood, Certified Financial Planner and Founder at Peak Wealth. Nick and his team manage 350 million dollars for high net worth individuals, retirees, and small business owners. Nick has a podcast you won't want to miss - the TRUST THE PLAN podcast - just search out nick hopwood in your favorite podcast app. Check out nick's 5 star google reviews more 5 star reviews than any other advisor I'm aware of. Schedule your second opinion at peakwm.com/gruber.

1. Fed chair Jerome Powell spoke last Friday at Jackson Hole

2. When you retire or change jobs what do you do with your old 401k?

3. what should be my top priority for savings and investing for retirement - 401k? Roth? HSA? Brokerage?

4. Harris agrees with Biden on the tax on unrealized gains

5. teaching kids about money - does an allowance still make sense?

6. Harris is proposing a $6,000 one time baby bonus and reinstating the COVID child tax credit of $3,600 per child (currently the child tax credit is 2,000). JD Vance agrees with a 5k credit and Trump says he agrees with the idea of a credit but has not specified how much.

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