Ep #23: Tax Loss Harvesting Year End Planning

12/10/20 • 10 min

Have you realized that there are less than 30 days left in 2020? If you’re like many of us who are wishing the end of the year would come sooner, you’re definitely not alone—but have you considered what you can do now to offset the taxes you will pay in 2021? In this quick episode, I’m sharing a few powerful and impactful planning tips to offset your tax liabilities for the coming year, including what tax loss harvesting is and what you should be doing with your taxable investment accounts.

You can find show notes and more information by clicking here: https://bit.ly/3orUuFX

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🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
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▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

You can find show notes and more information by clicking here: https://bit.ly/3orUuFX

Previous Episode

Ep #22: Stock Splits

I’ve seen a couple of prominent stock splits recently, so in this episode, I’ll be talking about what stock splits are and how they work. Listen in to get a crash course in the pros and cons of a stock split, as well as some common misconceptions about them.
Keep in mind that this is not a recommendation in any way to buy any of the stocks that I discuss. They are, however, great examples for me to explain how stock splits work and allow you to get a better understanding of what they are and how they may or may not affect your finances.
You can find show notes and more information by clicking here: https://bit.ly/2KHgIVZ

Next Episode

Ep #24: Holiday Heart-to-Heart

Today’s episode won’t be a normal show. I just wanted to wish you all happy holidays and throw in a little reminder to not forget about what’s truly important this year. It’s so easy to get busy with work or errands that need to be run, or tasks that need to be completed, but we must not let those things distract us from the truly important things in life.

You can find show notes and more information by clicking here:
https://bit.ly/3rkOKju