Ever wondered how losing money on stocks might help you at tax time? In this episode, Registered Investment Advisor Representative Steven Sabo discusses tax loss harvesting—a strategy that can reduce your federal tax bill. Discover when to use it, how the wash sale rule works, and why ongoing financial conversations matter. Whether you’re a DIY investor or just curious about smarter tax moves, this episode offers practical tips and real-world examples to help you make informed decisions. Tune in and take the next step toward writing your own financial story!

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:

• Tailored financial planning to match your lifestyle
• Smart Investment strategies for income you can’t outlive
• Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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