How to Use Tax-Loss Harvesting Part 1, Plus Listener Questions
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Show Notes
Airdate: 08/06/2023
Josh starts out by reflecting on whether the seven-year market cycle has changed. Then he talks about what Tax-loss harvesting is, and when he might recommend it to a client as part of their financial planning strategy. Next, he answers listener questions live, including: how will the Ukraine war, and the election, cause a recession? When you're in your 70s and risk-averse, but still want to invest, how much should you put in the stock market vs. other places?
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