Smart Money Moves: Avoiding Pitfalls and Building Wealth

March 4, 2026 ~ Hosts Ryan Ermanni and Nick Hopwood discuss mutual fund capital gains distributions, citing an example of a client who owes a large sum in taxes without selling assets. They explain how Obamacare subsidies could be lost if income exceeds $84,000, and highlight the potential of “Trump accounts” for long-term wealth creation for children. The speakers also touch upon proposed wealth taxes in the Netherlands and California, and the broader economic implications of various tax policies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.