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Read more about the article How To Turn Stock Losses Into Tax Wins With Tax-Loss Harvesting

How To Turn Stock Losses Into Tax Wins With Tax-Loss Harvesting

  • Post author:Carmela Napoli
  • Post published:December 20, 2024
  • Post category:Podcast/Tax Stuff
  • Reading time:20 mins read

We’re always looking for ways to intentionally lower our expenses which is one of the reasons tax planning has caught my interest.  I know it sounds boring AF, but when…

Continue ReadingHow To Turn Stock Losses Into Tax Wins With Tax-Loss Harvesting

What You Get In Our Investing IINsights Emails

  • Post author:Carmela Napoli
  • Post published:November 30, 2024
  • Post category:Tools & Resources
  • Reading time:7 mins read

Tim and I both hate spam and getting email bombed, so that's not something you'll ever see from us. You get 1 email every Friday morning right around market open.…

Continue ReadingWhat You Get In Our Investing IINsights Emails

Episode 51 – How To Save Hundreds A Month Without Giving Up The Things You Love

  • Post author:Carmela Napoli
  • Post published:June 4, 2024
  • Post category:Finding Money/Podcast
  • Reading time:1 mins read

This is the summary of the many ways you can save each month. If you prefer to listen, you can tune in here. Or on your favorite podcast platforms, Facebook…

Continue ReadingEpisode 51 – How To Save Hundreds A Month Without Giving Up The Things You Love
Read more about the article Episode 9 – Limit Your Downside Risk With Low Beta Stocks

Episode 9 – Limit Your Downside Risk With Low Beta Stocks

  • Post author:Carmela Napoli
  • Post published:September 15, 2023
  • Post category:Podcast
  • Reading time:9 mins read

If down days in the market send you into panic mode, you need to implement a beta strategy. Learn how beta impacts a stock prices volatility so you can buy the right stocks for your risk tolerance.

Continue ReadingEpisode 9 – Limit Your Downside Risk With Low Beta Stocks
Read more about the article Roaming Returns Episodes To Listen To First

Roaming Returns Episodes To Listen To First

  • Post author:Carmela Napoli
  • Post published:August 16, 2023
  • Post category:Education/Processes & Strategies
  • Reading time:38 mins read

To get the most of out of our investing podcast we recommend listening to certain episodes first. That way you have the right foundation in place to become successful at growing your money.

Continue ReadingRoaming Returns Episodes To Listen To First

Hey! Tim and Carmela here

We help people who know money is the key to freedom secure their finances so that they have the means to do what really lights up their life.
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