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Stay Wealthy Retirement Show

Aug 30, 2022

Today I’m continuing with our series on tax-loss harvesting.

Here in part 2, I’m sharing:

  • Who should consider tax-loss harvesting
  • Who should stay away from it
  • The (top) 3 things that can boost your tax savings

I’m also presenting situations where tax loss harvesting can backfire, and do more harm than good....

Aug 24, 2022

Today I'm kicking off a multi-part series on tax-loss harvesting

In part one, I'm breaking down:

  • What tax-loss harvesting is (and how it works)
  • Why it has become a popular tax strategy
  • 5 little-known things about the wash sale rule

If you’re a retirement saver ready to learn all about tax-loss harvesting, you’re...

Aug 16, 2022

Today I’m tackling a few retirement and investing questions from our listeners.

Specifically, I’m answering the following:

  1. How do you make sense of the two conflicting July inflation reports (0% inflation vs 8.5%)? 
  2. What are Buffer ETFs and are they a good investment for retirement accounts?
  3. What will the 2023...

Aug 9, 2022

Today I’m talking about the case for (and risk of!) deflation.

Specifically, I'm covering:

  • What deflation is
  • How deflation impacts our economy
  • Why it’s a risk we should be considering 

If you’re ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode.


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