Money Happy Hour
Join conversations on investing and building your wealth.
Money should not be a sensitive topic, it can be a happy topic
Each episode you will hear how others are making this possible. These are everyday people showing you how you can do the same.
You will hear more about:
How to Save Money
How to Start Investing
How to Get Out of Debt
How to Invest in Stocks
How the Stock Market Works
Make the Money Happy Hour your Happy Hour on Money!
Money Happy Hour
Episode 116: Year End Tax Tips For Investors
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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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