Episode Details
Back to EpisodesTax-Loss Harvesting vs. Tax-Gain Harvesting
Episode 16
Published 4 years, 9 months ago
Description
Our topic on this episode of the Personal Finance Redefined podcast is about the difference between tax-gain harvesting & tax-loss harvesting, and how they can be used to help you achieve your financial goals.
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.