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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Monday Nov 14, 2022
Monday Nov 14, 2022
Paul, Evan, and Ira talk about why making changes to your investment at the end of the year requires planning and is complex. Today they cover dividend payments, the wash rule, and how different tax brackets are affected by making changes late in the year. Paul treads lightly, informing investors of the risks and benefits, and encourages investors not to try to market time at the end of the year.
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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