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:
- How do you make sense of the two conflicting July inflation reports (0% inflation vs 8.5%)?
- What are Buffer ETFs and are they a good investment for retirement accounts?
- 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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