Episode 16: What to Do in a Down Market: Tax Moves That Work in Bear Years episode artwork

EPISODE · Jun 17, 2025 · 26 MIN

Episode 16: What to Do in a Down Market: Tax Moves That Work in Bear Years

from Retire Stronger · host John Foard and Bill Kearney

In this episode of the Retire Stronger podcast, hosts John Foard and Bill Kearney discuss how to navigate bear markets with strategic tax planning. They explore the opportunities that arise during market downturns, including tax loss harvesting, Roth conversions, rebalancing portfolios, and smart gifting strategies. The conversation emphasizes the importance of proactive planning and making informed decisions to optimize financial outcomes during challenging market conditions.

Episode metadata supplied by the publisher feed · Published Jun 17, 2025

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Episode 16: What to Do in a Down Market: Tax Moves That Work in Bear Years

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