290: Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 20 May 2022
⏱️ 25 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Barron's titled, Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/290.
Show Notes: Howardbailey.com/290
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.5 | What's up, y'all? I'm here today with my good friend and co-host for these Friday editions of the podcast. |
| 1:07.5 | Got Marshall Johnson here with me. |
| 1:08.9 | Hey, hey, what's up, good buddy? |
| 1:10.2 | Yeah, man, it's an |
| 1:11.0 | exciting time. It's exciting time to have a conversation with you, as it always is, every single |
| 1:16.3 | Friday, because this is our opportunity to spotlight one of our favorite articles. We sift through |
| 1:21.1 | all these articles all week. And I got to say, there were some great articles this week. |
| 1:26.3 | It was difficult to pair it down to one. |
| 1:28.6 | And we were able to pair it down. |
| 1:30.2 | We really were between three right now for what we're about to spotlight for you. |
| 1:35.1 | However, we did dial it down to one that we think is probably the most timely of the articles. |
| 1:40.7 | It'll help you make best decisions right now with your life savings. And that's |
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