In this episode, Julina Ogilvie sits down with Kyle Farrell, Senior Investment Specialist at Principle Wealth, to break down the often-overlooked topic of taxes and investing. From capital gains to tax-efficient strategies, Kyle shares practical insights to help you grow your wealth while keeping more of it.

Show Highlights:

• Taxes are an important consideration in investing (1:21)
• Most common mistakes with taxes in investing (2:27)
• Tax efficient strategies (4:54)
• Tax advantage vs taxable (8:40)
• Capital gains (10:40)
• Tax loss harvesting (13:12)
• Benefits of tax advantaged accounts (16:27)
• Municipals vs corporate bonds (18:31)
• Estate considerations (20:15)
• Upcoming tax policies to pay attention to (27:36)

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The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180