Taxes and Investing: Don’t Make This Common Mistake
The Investor Coaching Show with Paul Winkler

Taxes and Investing: Don’t Make This Common Mistake

2024-01-09
Paul hears a recent webinar giving tax advice that could lead to some big mistakes in your investment portfolio. Too often, people get hyper-focused on making tax moves that they end up costing themselves even more money in the long run. As the old adage says, “Don’t let the tax tail wag the dog.” Listen along to hear how to avoid this mistake and better manage your investment portfolio.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: p...
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