• Should you consider tax loss harvesting year-round?

  • Sep 17 2024
  • Length: 20 mins
  • Podcast

Should you consider tax loss harvesting year-round?

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  • Summary

  • John Blanchard discusses various financial strategies for retirement, including the importance of tax loss harvesting, the impact of interest rate changes, and the necessity of planning for longevity. He emphasizes the need for couples to be on the same page regarding financial decisions and the importance of understanding risk tolerance.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.
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