On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss if tax-loss harvesting can improve your investing returns. They talk about how this strategy can help investors use market value losses of securities to offset gains and remain invested with a diversified portfolio.
Podcast Episodes Referenced:
- Ep 81: What is Tax Loss Harvesting?
- Ep 83: Commonly Missed Tax Deductions for Business Owners
- Ep 87: Strategies to Grow and Protect Your Portfolio
YouTube Videos to Reference:
- 5 Tax-Efficient Withdrawal Strategies
- What is the Number One Rule in Investing?
Other Links:
- Big Green Egg Handles
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This podcast was produced by Wiser Wealth Management. Thanks for listening!