<p>We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.</p>

We explain what rebalancing and tax loss harvesting is and how to do it to maximize your investment returns.

27: Rebalancing and tax loss harvesting

Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. 

We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com

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Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com

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27: Rebalancing and tax loss harvesting

27: Rebalancing and tax loss harvesting