Financially Well

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Turning a Loss Into a Gain

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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  The Risk of Sunlight and Tax Breaks

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  Turning Stillness Into Better Investment Decisions

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  Access (to a Mega Backdoor Roth) Matters

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  The Power of a Roth IRA For Your Child

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  An Alternative To Saving More Money

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  What You Know About Your Future Retirement

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  No One Taught You to Use an HSA

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  Monet & the Reality of Luck

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  Bluey & The Limits of Structure

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  Artificial Financial Decisions

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  Moneyball

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  15-Minute Finances

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  Natural Finance

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  Arbitrary Stupid Goals

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  Parting Ways With Country Music