032: Don’t Let Tax Drag Drag Your Investments Down!

Retirement Equals Freedom

Have you ever wondered whether your retirement nest egg is mired in Tax Drag? If not, it’ll definitely be on your radar after this episode of The Retirement Equals Freedom Podcast.

Host Josh Bretl, founder of FSR Wealth Strategies, is breaking down the intent behind portfolio rebalancing and the difference between sheltered and unsheltered investment vehicles.

We don’t have to live in fear of capital gains or let tax liability on non-qualified investments scare us out of cashing in and enjoying the fruits of the assets we’ve accrued! All we need to do is get our heads out of the sand and create a solid strategy, which is where the professionals come in!

Cohost Dave Schmidt’s portfolio may be heavily tilted towards socks and “Naughty Dip “ingredients, but he still needs to know about mutual funds and why they can upend tax planning.

Tune in and it will all become clear – both how different types of investments have variable tax impacts and why it matters. And even if you don’t wind up following Dave’s recipe, you’ll definitely come away with a better understanding of all the ingredients that go into proactive, tax-savvy investment management. And very likely an undeniable craving for Girl Scout cookies!

Wondering what kept Dave awake through Josh’s rambling? It was a big cup of iced Cometeer's "Counter Culture" roaster. Get $25 off your first order by using this link!

Don’t miss out! You can stay in the loop on all things R = F by signing up for the show’s weekly email at this link!

Click here to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast. Or join the conversation over at our private Facebook group, which you can find here.

Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!