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Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes
Wednesday Dec 18, 2024
Wednesday Dec 18, 2024
As the year comes to a close, it’s time to focus on smart strategies to optimize your finances. In today’s episode, our host Dimitri Korolis is joined by Peter Kollias to dive into the topic of tax-loss selling.
They’ll explore:
- What tax-loss selling is and why it matters,
- Strategies to help you mitigate your taxes, and
- The rules you need to know to make the most of this approach.
If you’re looking to prepare for year-end and take advantage of tax-smart investing strategies, this episode is for you. Let’s get started!
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