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Tax Loss Harvesting and Other Investment Pet Peeves of Mine

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Manage episode 236328828 series 2168672
Content provided by Josh Scandlen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Scandlen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Tax Loss Harvesting should NOT just be done in December. It should be done throughout the year. But to do tax loss harvesting you need to have investments which actually you can tax loss harvest.

Bonds don't grow. Have I ever said that? Oh, a million times!

But what if you own bonds in your taxable accounts and stocks in your tax deferred accounts?

You're making FUNDAMENTAL investing mistakes beyond just tax loss harvesting which I explain in this video.

--- Support this podcast: https://podcasters.spotify.com/pod/show/josh-scandlen-podcast/support
  continue reading

461 episodes

Artwork
iconShare
 
Manage episode 236328828 series 2168672
Content provided by Josh Scandlen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Scandlen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Tax Loss Harvesting should NOT just be done in December. It should be done throughout the year. But to do tax loss harvesting you need to have investments which actually you can tax loss harvest.

Bonds don't grow. Have I ever said that? Oh, a million times!

But what if you own bonds in your taxable accounts and stocks in your tax deferred accounts?

You're making FUNDAMENTAL investing mistakes beyond just tax loss harvesting which I explain in this video.

--- Support this podcast: https://podcasters.spotify.com/pod/show/josh-scandlen-podcast/support
  continue reading

461 episodes

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