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Podcast: Success in the New Retirement
Episode: it's Tax Harvesting Season!
Description: We think of fall and gathering our Thanksgiving harvest, but what about harvesting your taxes? Damon Roberts explains how a tax harvest could help your portfolio. Plus, with the latest CPI still at record highs, what should you do now to benefit your bottom line and finally, what can we learn from Queen Elizabeth's Billions in assets? For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com or call 480-680-6868. See omnystudio.com/listener for privacy information.