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I recently read a white paper on tax loss harvesting by Russell Investments and thought it would be a good idea to come on here to talk about it with you. So today, I’ll be explaining what tax loss harvesting is and how you can use it so that you’re confident in your retirement and your financials. This episode is all about making sense of the noise and sharing the key things you need to know about this subject.
You can find show notes and more information by clicking here: https://bit.ly/2YNzMbW
1-05201269
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ 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
By Jonathan Bednar II, CFP4.8
1515 ratings
I recently read a white paper on tax loss harvesting by Russell Investments and thought it would be a good idea to come on here to talk about it with you. So today, I’ll be explaining what tax loss harvesting is and how you can use it so that you’re confident in your retirement and your financials. This episode is all about making sense of the noise and sharing the key things you need to know about this subject.
You can find show notes and more information by clicking here: https://bit.ly/2YNzMbW
1-05201269
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ 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

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