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Retirement Quick Tips with Ashley

Dec 24, 2023

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. By the way, Merry Christmas Eve to you! Our family tradition on Christmas Eve is to make a birthday cake for Jesus that we enjoy on Christmas Day with our dinner to help remind us that Christmas is all about Jesus!

This week the...


Dec 23, 2023

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about the last step in harvesting losses - reviewing the strategy and buying back if you choose to do that.


Dec 22, 2023

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about pulling the trigger on harvesting by selling positions that will help you save on taxes either by selling winners or losers depending on your situation and the existing gains or losses you already have.


Dec 21, 2023

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about the other side of the coin from yesterday’s episode, which is reviewing your losses. Go back to yesterday’s episode if you missed it.


Dec 19, 2023

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting.

Today, we’re diving into step 1, which is identifying if you’re a good candidate & identifying the right accounts