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In this podcast, they discuss tax strategies for selling Tesla stocks, structuring property ownership, health insurance options for self-employed individuals, and retirement planning in Costa Rica. Guest financial planner Joe Saul-Sehy joins to offer insights on these topics, providing valuable advice for listeners looking to optimize their finances.
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Quick takeaways
- Focus on long-term goals when selling shares, not just tax optimization.
- Explore diverse retirement planning options to optimize tax outcomes.
Deep dives
Managing Investments for Optimal Returns
When considering how to handle investments for the future, it's crucial to align your financial decisions with your long-term goals. For instance, if you are contemplating selling shares, the focus should be on deciding when and how to sell rather than solely on tax optimization. Taking a strategic approach based on your investment goals helps mitigate potential regrets. Whether selling all shares at once or using stop-loss orders, understanding your primary objective is key before delving into tax-efficient strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode