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The Retirement Fiduciary Podcast

Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses

Jul 25, 2024

In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability.

Adam discusses how to...

Market Trends To Consider When Investing In An Election Year

Jul 11, 2024

In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses...