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In today's episode, I'm wrapping up our tax-loss harvesting series.

Specifically, I'm answering three BIG questions:

1. What if I don't have any capital gains to offset? How to maximize the benefits of tax loss harvesting?
2. How do I navigate multiple tax lots properly + avoid making a costly mistake?
3. What is direct indexing and why is tax-loss harvesting always advertised as a benefit?

If you're a new listener, hit the pause button on today's episode and go listen to part 1 of this series first.

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Today I'm continuing with our series on tax-loss harvesting.

Here in part 2, I'm sharing:

• Who should consider tax-loss harvesting
• Who should stay away from it
• The (top) 3 things that can boost your tax savings

I'm also presenting situations where tax loss harvesting can backfire, and do more harm than good. 😬

If you're a retirement saver ready to learn how this tax strategy can be maximized, you're going to love today's episode.

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Today I'm kicking off a multi-part series on tax-loss harvesting.

In part one, I'm breaking down:

• What tax-loss harvesting is (and how it works)
• Why it has become a popular tax strategy
• 5 little-known things about the wash sale rule

If you're a retirement saver ready to learn all about tax-loss harvesting, you're going to love this episode...and this series.

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Today I'm tackling a few retirement and investing questions from our listeners.

Specifically, I'm answering the following:

1. How do you make sense of the two conflicting July inflation reports (0% inflation vs 8.5%)?
2. What are Buffer ETFs and are they a good investment for retirement accounts?
3. What will the 2023 Social Security COLA be and why are news outlets quoting different numbers?

If you're ready to get answers to some of the top retirement questions I've received lately, this episode is for you.

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Today I'm talking about the case for (and risk of!) deflation.

Specifically, I'm covering:

• What deflation is
• How deflation impacts our economy
• Why it's a risk we should be considering

If you're ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode.

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Today, Jeremy Schneider unveils his Ultimate Investing Checklist.

In fact, you can use this 7-step checklist to measure your current investing strategy.

You can also use it to:

• Optimize your tax bill
• Maximize your risk-adjusted returns
• Eliminate costly mistakes

If you want to learn how to cut through the nonsense + optimize your investment portfolio, this episode is for you.

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Over age 50? Need retirement + tax planning help?

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To grab the links mentioned in today's episode, visit the show notes page.

Today we're talking about the best way to invest for kids + grandkids.

In fact, guest host Jeremy Schneider says this is one of the most frequent topics he gets asked about!

So, to help our listeners, he explores three BIG things:

1. How to decide if you should invest for your kids...at all
2. The top four (4) investing strategies to use
3. How to optimize for taxes and growth

If you have kids (or grandkids!) and want to know the best ways to invest for their future, this episode is for you.

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Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

Today we're talking about I Bonds!

Specifically, guest host Jeremy Schneider is discussing:

• What exactly I Bonds are
• How I Bonds work
• Where they belong in a retirement savers portfolio

If you want to learn about this unique + (virtually) risk-free investment that's paying 9%+, you're going to love this episode.

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Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).

Specifically, he's sharing:

• What happened at Vanguard to trigger this giant tax issue
• Why this occurred in the first place
• What to do when it happens again

He's also answering two (2) BIG questions from listeners!

If you're ready to learn how to avoid future mutual fund tax surprises so you don't overpay the IRS, today's episode is for you.

Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.

Indexed Universal Life Insurance (IUL) is all the rage right now.

"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."

These policies are confusing. And they sound WAY too good to be true.

So to get to the bottom of it ... I bought one!

I read the fine print. Did the math. And uncovered the ugly truth.

In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.

I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing.

Over age 50? Need retirement + tax planning help?

👉 Get Started With a Free Retirement Assessment

To grab the links mentioned in today's episode, visit the show notes page.