Year End Planning Ideas

As 2022 comes to a close, Ross and Dan kick around planning ideas you may want to consider before we kick off 2023. Should you be thinking about tax loss harvesting or tax gain harvesting? The answers lie ahead in this weeks episode. Send your questions for our January mailbag episode to [email protected] to have them featured on the show! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram