Thanksgiving is Around the Corner: Time to Harvest

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 15 October 2008

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Last show we talked about the silver lining of a financial crisis. This week I talk about the special opportunities that these down markets can offer. More specifically, if you did not catch it from the title of this post, I am talking about harvesting tax losses. More than likely, and probably by no fault […] Read the rest at http://www.moneyguy.com/2008/10/thanksgiving-around-the-corner-time-to-harvest Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, The Money Guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, The Money Guy.
0:15.9	Welcome to The Money Guy Show.
0:16.9	I'm your host, Brian Preston.
0:18.2	It's been about two weeks and it's been two weeks just because it has been ridiculously
0:22.3	crazy once again.
0:23.3	And it seems like that is a broken record every time I come on every week.
0:27.9	We have to talk about the crazy volatility that's been going on and I'm going to address
0:31.4	that in today's show.
0:33.2	But the main topic, let me go ahead and give you the heads up and then I'm going to do
0:36.3	a little introduction.
0:37.3	The main topic today is just like last show that I did, I talked about the silver lining
0:42.2	of all this and I talked about how credits go once again, mean something, how we'll go
0:46.2	get back to an ownership society.
0:48.4	And then I think we're going to have a little bit of a difference in the way executives
0:51.6	get paid.
0:52.6	I wanted to continue and also tell you what you need to be doing with all of this volatility
0:57.4	and probably the losses that are in your portfolio right now.
1:01.1	You need to do some tax planning.
1:02.9	You need to do what's called harvesting tax losses and I know, wait a minute before you
	...

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