Episode 116: Year End Tax Tips For Investors

12/04/24 • 23 min

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In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.
Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.
https://www.schwab.com/resource/planning-insight-tax-gain-harvesting
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Episode 115: The Decoupling of Walmart and Target

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In this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback.
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Episode 117: Radish Portfolio Review, And Lessons Learned

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In 2024, after 30 years of investing I reinvented myself as a first time investor. In this episode I recap Radish's Portfolio and reflect on the year and more importantly reflect on what I learned and will do different in 2025...the market doesn't of up 30% every year. No matter where you are in your investing journey it is important to "self-scout" reflect, learn and improvise as needed.
In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Account
https://thedividendtracker.com/?ref=9Bkjr0
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]