Nov 29, 2023
Archie and Rob explore the topic of tax loss harvesting. They discuss its increasing popularity among financial advisors and individual investors, as well as the benefits it brings in terms of maximizing after-tax returns. Tax loss harvesting involves selling investments at a loss to offset taxable gains or income. Rob...
Nov 22, 2023
Archie and Rob delve into the topic of Health Savings Accounts (HSAs) and the tax advantages they offer. As certified financial planners, they bring their expertise to explain how HSAs can provide significant tax savings and work as a powerful investment tool.
Throughout the episode, they discuss the basics of...
Nov 15, 2023
Rob and Archie dive into the topic of pensions. They begin by discussing the rarity of pension plans in today's workforce and highlight the importance of knowing if you have a pension, even if you've left the company that provided it.
They explain what a pension is - a defined benefit plan where the employer makes...
Nov 8, 2023
Rob and Archie dive into the topic of interest rates and their impact on various financial situations.
They discuss the recent increase in interest rates and how it is finally benefiting savers, particularly retirees who rely on CDs for interest income. They explore the historical context of interest rates, starting...
Nov 1, 2023
Archie and Eric Lewis, CPA continue their conversation on 4th quarter action items to save on taxes.
Eric has worked in public accounting and hi-tech finance since 1995. Most recently, he was Executive Director of Walker Ventures, a $100 million early stage venture capital fund located near Baltimore, Maryland. Eric...