PodParley PodParley
PodParley
Episode 79 | 3 Tax Planning Strategies to Consider Before Year-End

EPISODE · Nov 11, 2025 · 26 MIN

Episode 79 | 3 Tax Planning Strategies to Consider Before Year-End

from Living Richly with Curo · host Curo Private Wealth

In this episode of Living Richly with Curo, Anne and Atricia discuss proactive year-end tax strategies to consider before 2026 arrives. They explore key concepts including harvesting capital gains and losses, maximizing retirement contributions, and the benefits of Roth IRA conversions.   Here's what they cover 👇   📅 Important deadlines to implement tax strategies for 2025 📉 How harvesting investment losses can offset gains 🟢 Taking advantage of 0% capital gains rates in lower income years 💼 Maximizing 401(k) and retirement plan contributions before year-end 🔄 Key considerations and benefits of Roth IRA conversions 🏛️ Highlights of recent tax law changes impacting deductions 🎁 Bonus tip on charitable giving before new 2026 deduction rules 🧮 Why working with a trusted financial professional is important   Stay informed on these strategies to help navigate tax planning efficiently as the year closes out. Tune in for practical insights to consider with your financial goals.   Live richly!   ✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!   #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #TaxPlanning #YearEndFinance #RothIRAConversion #RetirementPlanning #CapitalGains #TaxStrategies #FinancialPlanning #CharitableGiving #LivingRichlyWithCuro #WealthManagement

NOW PLAYING

Episode 79 | 3 Tax Planning Strategies to Consider Before Year-End

0:00 26:05

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

REMIX: OCD and hoarding disorder with Jenna Overbaugh

Jan 2, 2026 ·47m

REMIX: Therapy and hoarding disorder - what are the options? With Dr Jan Eppingstall

Dec 26, 2025 ·78m

REMIX: ADHD and hoarding disorder with Professor Sharon Morein

Dec 21, 2025 ·46m

#207 13 actionable pieces of mental health advice from six former podcast guests

Dec 12, 2025 ·53m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting!
URL copied to clipboard!