Welcome to the Mind on My Money podcast presented by Pinnacle Trust.

Hosted by Rebelgrove.com publisher Neil McCradie and Pinnacle Trust financial guru Martin Palomo.

The Mind on My Money podcast tackles the financial questions we're all thinking about.

From paying for college to saving for retirement, from life insurance needs to 401Ks and everything in between.

The goal is to help you take the stress out of financial concerns and give you some tips to enjoy life while your mind is on your money.

Now here are your hosts, Neil McCready and Martin Paloma.

Welcome to another edition of Mind on my money presented on pinnacle i'm cradie that's martin palomo with me today as he always is it's our first show of 2023 it's our first show since the

holidays we hope all of you had a great holiday season. A Merry Christmas, a

happy new year, all of those things. And we'll get started on 2023 now with another, excited

to say, another season of Mind on My Money, presented by Pinnacle. I'll tell you real quick

before we go to Martin and he tells you about Pinnacle that I'm coming to you from the new and at least in my opinion, improved

Clark Ford Studios. Clark Ford's in Amory, Mississippi, 662-257-1900. Call that number, ask for my

buddy, Corey Clark. Tell Corey what Ford product you're looking for. He'll send you a quote within 15 minutes and business hours.

It's right to the bottom line, no hassle, no haggle. You get your quote. The rest completely up to you. You can shop it around or do what I've done. What I recommend that you do? And that's hop into a Clark for today. 662-257-1900. and Martin, before we get rolling, tell the people what's up at Pinnacle and how they can get in touch with you all.

Yeah, man. 1900 and martin before we get rolling tell the people what's up at our pinnacle and how they can

get in touch with you all yeah man um man we are we're geared up for uh you know for another year

hopefully this year is uh not as tumultuous as 2022 although we are kind of, you know, first quarter, first half is probably

going to be a little bit bumpy. Anyway, man, I think, you know, we're in the mode of we did our

tax lost harvesting at the end of December for our clients. There's not been a whole lot of opportunities

to do that in recent years.

So, you know, in years where, where we cannot generate a positive return across the

entire portfolio, one of the best things we can do is generate some tax losses so that

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