
Mark Soth (The Loonie Doctor)
Specializes in financial advice and planning
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Mar 22, 2024 • 49min
Ep. 9 Case Conference: Keeping the Tax Hobbits at Bay
Delve into tax-efficient investing strategies, the risks of chasing dividends, leveraging home equity for investments, comparing bond tax efficiency, and exploring corporate-class bond ETFs. Learn about the free dividends fallacy, benefits of high dividend yield stocks, and the importance of structuring portfolios with tax implications in mind. Gain insight into leveraging home equity to defer tax, assessing risk profiles, and optimizing investment strategies for a prosperous financial future.