Increase Your Investment Returns with this Tax Saving Strategy – Your Life Your Wealth – Episode 184
Increase Your Investment Returns with this Tax Saving Strategy
I discuss tax loss harvesting, a way to realize losses to offset gains in your investment portfolio. It’s a strategy that could give you a half point increase in your investment returns, but there are some specific conditions you need to consider.
Program Length: 18 minutes
The Keys to Real Retirement Happiness
My guest Michael Finke, Chief Academic Officer at the American College of Financial Services, has been researching the elements of true retirement happiness for years. His findings indicate that there are three strong predictors, the first two are money and health. The third, perhaps equally as important to the first two, is the nurturing of personal and social relationships, especially the quality of your relationship with your spouse. We go in-depth discussing his findings and focus, as we so often do, on the all-important life side of retirement. Our guest reinforces the fact that true happiness in your retired years can not be found exclusively through money or wealth.
Program Length: 26 minutes
The “Extra Eyes” Have It: Income Tax Review
At Cordasco Financial Network, we don’t “do” your taxes, but we do offer the invaluable service of looking over the details of your return to ensure accuracy and make certain every tax-saving opportunity is realized. CFN Financial Advisor John Walker joins me to discuss the details.
Program Length: 8 minutes
Jags to Jail Cells
Operation Varsity Blues is back in the news this week. Several high-profile wealthy parents pleaded guilty to tax evasion charges for trying to bribe their children’s way into college. Those who didn’t plead guilty saw their charges increased from mail fraud to the more serious charges of money laundering and conspiracy to commit fraud. Philadelphia Attorney Ian Comisky, Partner with the firm Fox Rothschild, joins me to discuss the scandal along with other legal issues in the news this week.
Program Length: 27 minutes