• Turning a Loss Into a Gain

  • Jun 30 2024
  • Length: 7 mins
  • Podcast

Turning a Loss Into a Gain

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  • Summary

  • We can’t do much to prevent investment losses. But we have choices after an investment setback. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains tax-loss harvesting in this episode. He compares tax-loss harvesting to a famous incident from the 1500s, and discusses how the strategy can help us to salvage tax savings from our frustration. Welcome to Financially Well, the finance podcast for Millennials.
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