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Should you consider tax loss harvesting year-round?
Manage episode 440369672 series 3561311
Innehåll tillhandahållet av The Impact Partnership and John Blanchard. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Impact Partnership and John Blanchard eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
John Blanchard discusses various financial strategies for retirement, including the importance of tax loss harvesting, the impact of interest rate changes, and the necessity of planning for longevity. He emphasizes the need for couples to be on the same page regarding financial decisions and the importance of understanding risk tolerance.
Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!
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1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
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