Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
How to Harvest a Loss in a Volatile Market Environment
02:50 • 2min
What Is a Wash Sale?
05:13 • 3min
How to Avoid the Wash Sale Rule in Tax Planning
08:09 • 2min
When Does It Make Sense to Do Loss Harvesting?
10:22 • 2min
The Third Bucket of the Financial Order of Operations - You Can Only Loss Harvest Inside of Taxable Accounts
12:01 • 3min
Loss Harvesting - What's the Benefit?
15:18 • 3min
How Do Bear Markets Last Longer Than They Used to Be?
18:42 • 2min
Taking Advantage of Loss Harvesting
21:08 • 4min
Investing Your Portfolio Tax-Free - Is There Any Downsides?
25:18 • 2min
The Negative Things You Need to Talk About With a Financial Advisor
27:05 • 2min
Buy Low Sell High - It's a Real Thing
29:32 • 4min
Lost Harvesting - Tracking Error Matters
33:02 • 3min
Taking Advantage of Loss Harvesting
35:41 • 2min
How to Do Loss Harvesting in Conjunction With Paying It Forward
38:08 • 2min
How to Make a $10,000 Tax Deduction From a S&P 500 Fund
39:58 • 2min
How to Increase Your Basis Over Time - The S&P 500 Fund
42:19 • 2min
0% Capital Gains - Is That All Bad for You?
44:49 • 2min
You're Not Going to Lose Harvest Your Way Into Wealth
46:58 • 3min