305: Tax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 29 July 2022
⏱️ 26 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Kitces titled, Why Tax-Loss Harvesting During Down Markets Isn't Always A Good Idea. 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/305.
Show Notes: Howardbailey.com/305
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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 | Hello, ladies and gentlemen, I am here with my good friend and co-host for these Friday editions of the podcast. |
| 1:07.9 | Marshall's here with me. |
| 1:08.9 | Hey, hey, hey, Marshall. |
| 1:10.1 | How are we doing, money? I Hey, Marshall. How are we doing? |
| 1:11.0 | I'm doing well. How you doing it? Good. I'm doing fantastic because we're talking about taxes. Yes, sir. That's darn your favorite topic. And so I don't love taxes, but I sure do love sticking it to the man. Saving money. And putting that money back in your pocket where it belongs. So we're going to talk a little bit about taxes today. |
| 1:29.0 | We're doing it by covering So we're going to talk a little |
| 1:27.6 | bit about taxes today. We're doing it by covering, as we always do on Fridays, a weekend reading |
| 1:33.1 | article with you. We send out four articles, but one that we're going to spotlight with you here |
| 1:38.0 | today. We send out four every single Friday trending topics in the financial planning space. |
| 1:42.9 | And we also threw in their webinar invitations, podcasts, highlights, white paper |
| 1:48.0 | giveaways, book giveaways, special event, and all kinds of great stuff. |
| 1:51.4 | So if you'd like to sign up to get that weekly email, just shoot us a text. |
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