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Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management 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.
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How to Reduce Taxes During Down Markets

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Manage episode 476237763 series 1001476
Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management 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.

On this special edition of the Dentist Money Show, Ryan and Rabih go live on Dentist Advisors' YouTube to explain tax-loss harvesting. They unpack how investors can use the market downturns as opportunities to optimize their portfolios, reduce tax liabilities, and stay aligned with long-term goals. They highlight the mechanics of tax-loss harvesting, portfolio rebalancing, and how to stay strategic in turbulent times.

Stay informed on 2025 market updates here or watch the full live video.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

641 episodes

Artwork
iconShare
 
Manage episode 476237763 series 1001476
Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management 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.

On this special edition of the Dentist Money Show, Ryan and Rabih go live on Dentist Advisors' YouTube to explain tax-loss harvesting. They unpack how investors can use the market downturns as opportunities to optimize their portfolios, reduce tax liabilities, and stay aligned with long-term goals. They highlight the mechanics of tax-loss harvesting, portfolio rebalancing, and how to stay strategic in turbulent times.

Stay informed on 2025 market updates here or watch the full live video.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

641 episodes

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