12-9-2022 – Your Year-End Financial To-Do List
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 December 2022
⏱️ 45 minutes
🧾️ Download transcript
Summary
Examples of important tasks include refilling cash, rebalancing, tax planning, and charitable giving.
Today's Stocks & Topics: Inflation News, Costco’s Hot Dogs Price, Sectors for 2023, 401k, LH - Laboratory Corp. of America Holdings, Interest Rates, NRG - NRG Energy Inc., Trustable Financial Websites, ARLP - Alliance Resource Partners L.P., IR - Ingersoll Rand Inc., BAC - Bank of America Corp.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.3 | clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.6 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 0:35.8 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.0 | It is Friday, December 9, 2022. |
| 0:44.1 | And of course now we're in December and time is buying and going by pretty fast. |
| 0:48.2 | Christmas is a couple of weeks away. |
| 0:50.5 | New years and then we start 2023. |
| 0:54.5 | So you've got things to do before 2022 is up. |
| 0:57.7 | You can't just not do anything. |
| 1:00.0 | I know you're busy shopping and get ready for the holidays, but you need to think about |
| 1:05.0 | your tax loss selling. |
| 1:06.0 | You need to think about gathering tax losses to apply to tax gains and you have to do that |
| 1:13.0 | before the end of the year. |
| 1:15.8 | Realize your tax losses. |
| 1:17.8 | Remember you can you can apply $3,000 of your tax losses to ordinary income. |
| 1:26.2 | So think about what losses you have in your portfolio and take them and don't forget |
| 1:32.0 | the wash rule, the wash rule. |
... |
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