Published Nov 13, 2023

Ask HTM - Vital Insurance That’s Not On Your Radar, Budgeting w/ A Variable Income, & Taxes Owed When You Sell Your House #748

Explore essential financial insights with expert advice on minimizing taxes when selling a home, the critical role of long-term disability insurance, and effective budgeting strategies for managing variable income, enhancing financial security and foresight.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/How to Money

Ask HTM - Vital Insurance That’s Not On Your Radar, Budgeting w/ A Variable Income, & Taxes Owed When You Sell Your House #748

Topics covered

Popular Clips

Budgeting Basics

529 Plans Explained

Future Planning Essentials

Budgeting for Flexibility

Life Unfiltered

529 Plan Insights

Financial Buffers Matter

Budgeting for Rainy Days

529 Plan Flexibility

Retirement and Stouts

Budgeting Breakthroughs

Disability Insurance Insights

Budgeting for the Self-Employed

Tax Strategies Unveiled

529 Savings Strategies

Episode Highlights

Capital Gains and Taxes

Disability Insurance

Budgeting Strategies

Related Episodes

Ask HTM - Liability Limits on Car Insurance, Giving Unsolicited Investment Advice, & 15 vs 30 Year Mortgages #376

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Ask HTM - New Cars vs Used vs Leasing, Budgeting on a Variable Income, & Designing a Space for Airbnb #532

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Ask HTM - Crypto Savings Accounts, Buying a Home Using a Housing Stipend, & Skipping Out on Filing a Tax Return #352

Ask HTM - Vital Insurance That’s Not On Your Radar, Budgeting w/ A Variable Income, & Taxes Owed When You Sell Your House #748

Topics covered

Popular Clips

Episode Highlights

Capital Gains and TaxesNext, Joel Larsgaard and Matt Altmix explore strategies to reduce tax burdens when selling a home. They discuss leveraging cost basis, capital losses, and green energy upgrades to minimize taxes.

Capital Gains and Taxes

Disability InsuranceThe hosts discuss the importance of long-term disability insurance, emphasizing its necessity for various professions and personal circumstances. They also provide detailed guidance on what to look for in these policies, including specific clauses and coverage details.

Disability Insurance

Budgeting StrategiesJoel Larsgaard and Matt Altmix discuss effective budgeting strategies for individuals with variable income. They emphasize the importance of savings buffers, bare-bones budgets, and tracking expenses to manage financial uncertainty.

Budgeting Strategies

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