Keeping Investment Returns in Your Pocket | AWM Insights #167

Being a diligent, long-term investor is a very rewarding proposition, but most investors ignore the impact that taxes can have on their investments and what they get to “take home.”Our industry is almost solely focused on total returns and fixates on specific return figures, but those numbers don’t tell you what you get to keep, which is what really matters.Ignoring this dynamic and not proactively working to reduce returns that are lost to taxes can corrode wealth and complicate your journey to building multi-generational wealth.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.Episode Highlights0:00 Intro1:01 What tools can we use to reduce and defer our tax liabilities?2:33 Why are after-tax returns so relevant?5:28 Why an integrated and multi-faceted investment and tax team is so important.7:39 How can you tie your charitable interests with tax efficiency?10:15 Why tax planning is a year-round responsibility.11:13 Text us!