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Investing Unscripted

135. 2025 and Beyond

Jan 1, 2025
The hosts reflect on the past year's investment journeys and evolving strategies, emphasizing a move towards more conservative investments. They dive into tax loss harvesting tactics and the emotional nuances of selling underperforming stocks. Long-term financial goals and the balance between growth and dividend stocks take center stage as they outline actionable steps for 2025. The discussion also highlights the importance of pensions and the benefits of consulting with financial advisors for better retirement planning.
52:39

Podcast summary created with Snipd AI

Quick takeaways

  • The podcast highlights the importance of re-evaluating investment strategies and goals as we transition into 2025 amidst changing market conditions.
  • Tax loss harvesting is emphasized as a useful strategy for reducing tax liability, suggesting a thoughtful approach to selling underperforming stocks.

Deep dives

Locking in High Yields Amid Declining Rates

Recent announcements from the Federal Reserve regarding rate cuts signal a potential change in the landscape for investment yields. This development highlights the opportunity to secure a 6% or higher yield through bond accounts, specifically advantageous for investors looking to maintain income in a declining interest environment. Those interested are encouraged to act quickly, as yields are not locked until investments are made. Such strategies may provide a steady income stream even as overall interest rates decrease.

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