EPISODE · Dec 10, 2025 · 28 MIN
What Is Tax-Loss Harvesting? with Nick DeVito, CFP
from Financial Planning Explained · host financialplanningexplained
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what exactly the concept means, strategies used, and the interesting concept of tax-gain harvesting. This is a great episode for anyone who wants a little more clarity on the concept of tax-loss harvesting. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
What this episode covers
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what exactly the concept means, strategies used, and the interesting concept of tax-gain harvesting. This is a great episode for anyone who wants a little more clarity on the concept of tax-loss harvesting. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
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What Is Tax-Loss Harvesting? with Nick DeVito, CFP
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