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Investing 101 – Tax Harvesting & Value Propositions

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Manage episode 278768769 series 2076970
Content provided by Jason Labrum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Labrum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Show Description: Jason and Alex began by saying the main purpose of the show is to help individuals steer clear of toxic advice, prevent them from making great behavioral mistakes, and helping individuals create disciplines and philosophies to think about building wealth. Jason talked about how most advisors do not do tax planning, such as tax loss harvesting in a client’s portfolio, until the end of the year, which may be too late. Many of those advisors have already missed opportuniti...
  continue reading

235 episodes

Artwork
iconShare
 
Manage episode 278768769 series 2076970
Content provided by Jason Labrum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Labrum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Show Description: Jason and Alex began by saying the main purpose of the show is to help individuals steer clear of toxic advice, prevent them from making great behavioral mistakes, and helping individuals create disciplines and philosophies to think about building wealth. Jason talked about how most advisors do not do tax planning, such as tax loss harvesting in a client’s portfolio, until the end of the year, which may be too late. Many of those advisors have already missed opportuniti...
  continue reading

235 episodes

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