Podcast Episodes
Back to SearchTax Gain Harvesting: What is It and When to Use It
Episode 90
Today I'm talking about tax gain harvesting.
While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxe…
5 years, 6 months ago
How to Offset a Year-End Roth Conversion Tax Bill
Episode 89
Today I'm talking about how to combine roth conversions with charitable giving.
In fact, this strategy can help wipe out this year's tax bill, reduce…
5 years, 7 months ago
Investing in Bonds #4: How to Take Action and Implement
Episode 88
Today I'm wrapping up our four-part series on investing in bonds by talking about...implementation!
My goal today is to help you take action.
To take…
5 years, 8 months ago
Investing in Bonds #3: Rollin' Down the...Yield Curve
Episode 87
Today I'm tackling part 3 of our four-part series on investing in bonds.
Specifically, I'm sharing why buying bonds and holding them to maturity migh…
5 years, 8 months ago
Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns
Episode 86
Today I'm sharing part 2 of our four-part series on investing in bonds.
Specifically, I'm going to dive into the two ways you can generate higher ex…
5 years, 8 months ago
Investing in Bonds #1: How to Invest in Bonds + Pros & Cons
Episode 85
Today I'm kicking off our 4-part series on investing in bonds.
Contrary to what most people think, the bond market is actually more complex than the …
5 years, 8 months ago
Retirement Investing #4: Taking Action & Investing in Stocks
Episode 84
Today I'm wrapping up our stock market investing series by talking about implementation.
My goal?
To help retirement savers build a sound investment…
5 years, 9 months ago
Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns
Episode 83
Today I'm tackling part three of our stock market investing series. And, this is where we get to the fun stuff!
In this episode, I'm sharing what his…
5 years, 9 months ago
Retirement Investing #2: How to Invest in Stocks + Pros and Cons
Episode 82
Today I'm continuing our 4-part series on investing in the stock market by talking about the two most effective ways to invest in stocks.
I'm also s…
5 years, 9 months ago
Retirement Investing #1: The Psychology of Money with Morgan Housel
Episode 81
Today I'm kicking off a 4-part series on investing in the stock market. And, I don't think I could have found a better guest to get us started.
My fa…
5 years, 9 months ago