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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian tackle one of the most common mistakes they see this time of year: letting taxes dominate your investment decisions. With tax season officially beginning January 26th and a slightly restructured tax code, they explore how fear of the IRS can lead investors to stay paralyzed—often sitting on highly appreciated stocks or annuities simply because they don’t fully understand the tax implications. Plus, they reveal how 34 billionaires got it wrong when trying to predict the stock market in 2025.
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