Your Money in 20
We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).
Your Money in 20
Ep. 3: Down Markets Mini-Series - Time for Tax-Loss Harvesting
This is the second of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down.
In this episode, Ben and Victor talk about the way that tax-loss harvesting works, how it might benefit your tax and investment situation, and some reasons why it might not be for you. We hope you enjoy it!
If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.