Transcript of the podcast:
After you listen
- If you have questions about what to do with your portfolio, you can always call Schwab at 877-279-4476.
On Financial Decoder, we often emphasize the importance of taking a long-term approach to investing, but not everyone has that luxury. Some investors have bills to pay right now and need to pull money from their portfolios to make those payments. In this bonus episode, Mark Riepe discusses several approaches for selling smartly if and when you have to.
- Read about the silver lining of investment losses in “Reap the Benefits of Tax-Loss Harvesting.”
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Financial Decoder is an original podcast from Charles Schwab.
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