Check Your Balances
Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
Check Your Balances
Capital Gains | Should you be taking gains?
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Ross Anderson, CFP® and Daniel Messeca, CFP®
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Episode 201
Confused about capital gains tax and whether you should be selling stocks before the end of the year? In this episode, we break down the basics of capital gains tax and discuss the factors to consider when deciding whether to sell your stocks before year end.
This episode is on YouTube: https://youtu.be/c5ME5uG-Ny0
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