EP 056 Friends Talk Finance: Tax Loss Harvesting and other Timely Financial Stuff

In today’s Friends Talk Finance episode, we discuss timely financial topics including: the state of the financial market, why you need an Investor Policy Statement and how you can recoup some of your losses using Tax Loss Harvesting. Carrie and Bonnie share some great links to financial resources that can help you as well. In this episode, you will hear: Some life updates from Bonnie and Carrie including: Bonnie’s son Jack becoming a ring bearer and Carrie’s Orlando family vacation. Exciting news about Bonnie and Carrie both being featured on some other financial podcasts recently. The current state of the market and why you shouldn’t panic. Why you need an Investor Policy Statement (IPS) and how it can help you to invest. What Tax Loss Harvesting is and how it can help you to recoup losses. Links we discussed in the show: Check out Bonnie’s blog for great financial advice at Miss Bonnie MD. Find fabulous dresses for weddings and events at Azazie.com. Join a new Facebook group Carrie is running dedicated to locums: The Physicians Only Locums Group. Listen in as Bonnie was featured on The So Money Podcast. Listen in as Carrie was featured on The Stacking Benjamins Podcast along with fellow guests Stephonee from The Poorer Than You Blog and Ryan Inman from The Financial Residency Podcast. Check out all of the free financial tools available at Personal Capital. Physician on Fire tells us how to create our own Investor Policy Statement. Learn all about Tax Loss Harvesting using Vanguard from Physician on Fire. For some alternatives to Vanguard that will TLH for you automatically check out Betterment or WealthFront. Check out some great financial advice from Victor at 39point6.com. Special thank you to this week’s show sponsors: PearsonRavitz for all of your physician disability and life insurance needs and Johanna Fox Turner at Fox & Company Wealth Management. Thank you for listening to the Hippocratic Hustle! I know that time is your most valuable resource so I really appreciate you spending some of it with me. If you enjoyed today’s show, please share it! If you’d like to help me improve and grow the podcast, send your suggestions to: [email protected] Lastly, don’t forget to subscribe to the podcast, so you won’t miss an episode!