A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“A friend once told me you can’t out-train a bad diet. Financially speaking, that means you can’t out-invest bad spending or saving habits.” (Jeremy Finger)
Articles
How to Avoid Scams, Particularly Those Targeting Older Adults (Marc Bautis)
How Is Retirement Planning Like Riding A Peloton? – Finger Financial Five #69 (Jeremy Finger)
How to Set Up A 401(k) Plan For Your Small Business (Brett Fellows)
Does Texas Forgive Student Loans for Physicians? (Jordan Benold)
There’s No Time Like The Present: The Need For Business Owners To Properly Value Their Business (Christopher Clepp)
Gifting Money to Family Members: 5 Strategies to Understand (Elliott Appel)
Why I’m Renting While Being a Landlord (Elliott Appel)
What to Know About the QBI Deduction (Travis Gatzemeier)
Members in the Media
MarketWatch: Like ‘going to hell and back.’ Battling cancer gave this financial adviser skills to build trust and listen better (featuring Derek Amey)
CNBC: Are tax-free muni bonds right for your portfolio? What to know before investing (featuring Jordan Benold)
MarketWatch: Retirees, pay attention – inflation is on the rise (featuring Jordan Benold)
MarketWatch: Personal loans and taxes: Don’t let this ‘unpleasant surprise’ happen to you if you take out a personal loan (featuring Stephen Carrigg)
