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Podcast: The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Episode: How to Use Tax-Loss Harvesting Part 1, Plus Listener Questions
Description: Airdate: 08/06/2023Josh starts out by reflecting on whether the seven-year market cycle has changed. Then he talks about what Tax-loss harvesting is, and when he might recommend it to a client as part of their financial planning strategy. Next, he answers listener questions live, including: how will the Ukraine war, and the election, cause a recession? When you're in your 70s and risk-averse, but still want to invest, how much should you put in the stock market vs. other places?Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a...