#taxplanning #rmd
00:00 - Intro
02:21 - Tax loss harvesting in direct indexing and factor investing
11:22 - Portfolio rebalancing considerations
15:43 - The process of enhancing factor strategies over time
24:46 - RMD considerations as we approach year end
30:15: Year-end tax considerations
35:59 - Thinking about big life events
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
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LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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