Phil DeMuth
Managing Director at Conservative Wealth Management, LLC and author of 11 books, including The Affluent Investor and The Overtaxed Investor. Focuses on helping high net worth clients with investment taxes.
Best podcasts with Phil DeMuth
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Jun 21, 2025 • 60min
Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri
Phil DeMuth, Managing Director at Conservative Wealth Management and author of ten personal finance books, shares his expertise on tax-smart charitable giving. He discusses strategies from his book to create an impactful lifetime giving plan that maximizes both philanthropy and tax benefits. The conversation covers innovative approaches like donor-advised funds and the importance of navigating charitable structures for optimized contributions. DeMuth highlights the advantages of donating from IRAs and shares tips on making the most of charitable donations, including appreciated securities and artwork.
Oct 3, 2019 • 1h 16min
WCI #126: How to Reduce your Investment Taxes with Phil DeMuth
Phil DeMuth, a Managing Director at Conservative Wealth Management and seasoned author, dives deep into strategies for reducing investment taxes. He shares insightful tips tailored for high-income earners, particularly doctors, often labeled as targets in the tax landscape. Topics include maximizing retirement accounts, ensuring qualified dividends, and leveraging tax loss harvesting. From the importance of real estate depreciation to smart charitable donations, DeMuth emphasizes practical tactics to enhance wealth while navigating complex tax regulations effectively.
