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Ep 223: Maximizing Returns through Tax Loss Harvesting Doug English

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Content provided by Next-Level Income and Chris Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next-Level Income and Chris Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors. As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in today's investment climate. Known for his financial planning and investment management expertise, Doug's insights have been featured on NPR, and his podcast "C.U. on the Show" serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug's actionable advice can help you reduce tax liabilities and boost your long-term returns. Contact Guest: Facebook: https://www.facebook.com/ACTAdvisors YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g LinkedIn: https://www.linkedin.com/in/douglasenglish/ ACT Advisors Blog: https://act-advisors.com/blog/ More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/ Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
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225 episoade

Artwork
iconDistribuie
 
Manage episode 442973315 series 2790882
Content provided by Next-Level Income and Chris Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next-Level Income and Chris Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors. As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in today's investment climate. Known for his financial planning and investment management expertise, Doug's insights have been featured on NPR, and his podcast "C.U. on the Show" serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug's actionable advice can help you reduce tax liabilities and boost your long-term returns. Contact Guest: Facebook: https://www.facebook.com/ACTAdvisors YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g LinkedIn: https://www.linkedin.com/in/douglasenglish/ ACT Advisors Blog: https://act-advisors.com/blog/ More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/ Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
  continue reading

225 episoade

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