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.