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Irregular Roundup, 26th February 2024

Irregular Roundup, 26th February 2024

We begin today’s Irregular Roundup with CGT. CGT For the FT, Sam Fleming revealed that capital gains tax (CGT) is only paid by a small share of the UK population. The article originally went out with a tagline of “Less than 3 per cent of UK adults were liable for levy...
Talk Your Book: Investing for Income

Talk Your Book: Investing for Income

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. On today’s show, we discuss: The yield environment...
The 3 Ways to Get Rich

The 3 Ways to Get Rich

There are basically three ways to become uber-wealthy: 1. Your family is rich. 2. You get lucky. 3. You take big risks and work really hard. For a lot of people it tends to be some combination of numbers 2 and 3. The majority of the uber-wealthy class in this country...
Creating Generational Wealth

Creating Generational Wealth

A reader asks: I am 73, my wife is 58 and I have a 15 year old son. We own a small farm and house in Iowa. We also own three properties in Spain where we spend most of the year. We have no debt and are sitting on 2 million in cash, most of it is short term bills. I...