What Your Advisor Should Tell You About Tax Loss Harvesting

In this episode, Lucas and Luna dive into tax-loss harvesting: what it is, how it works, and why most investors leave money on the table. They break down a real example from the 2022 bear market where an investor harvested $15,000 in losses, saving roughly $3,750 in taxes. They explain the wash-sale rule, the difference between automated robo-advisor harvesting and active advisor strategies, and why tax-loss harvesting isn't just for volatile years. By the end, you'll know what to ask your advisor about harvesting losses and whether it's worth it for your portfolio. No fluff, just practical advice for investors. #TaxLossHarvesting #WashSaleRule #TaxEfficientInvesting #FinancialAdvisor #PortfolioManagement #CapitalGains #RoboAdvisor #WealthManagement #TaxStrategy #InvestmentPlanning #FiduciaryDuty #PersonalFinance #BearMarket #TaxSaving #LucasAndLuna #AdvisorTips #FinancePodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo