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69: This Episode Will Save You Thousands (Seriously)
Rich Habits Podcast
Tax Loss Harvesting and Direct Indexing Strategies for Wealth Building
Exploring the benefits of tax loss harvesting through investing in losing assets to offset gains, alongside the advantages of direct indexing for tax efficiency and passive index performance. The hosts stress the importance of sharing valuable wealth-building strategies with listeners and introduce Frec, an automated tool for optimizing tax benefits through daily monitoring of holdings.
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