10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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Podcast

Ep #23: Tax Loss Harvesting Year End Planning Thumbnail

Ep #23: Tax Loss Harvesting Year End Planning

In this quick episode, I’m sharing a few powerful and impactful planning tips to offset your tax liabilities for the coming year, including what tax loss harvesting is and what you should be doing with your taxable investment accounts.

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Ep #21: Open Enrollment and Listener Questions Thumbnail

Ep #21: Open Enrollment and Listener Questions

We have a lot to unpack in this episode because we’re talking all about open enrollment and your health benefits, including medical, dental, and life insurance. We’re also answering listener questions related to savings funds and investments so you can continue to improve your personal financial situation.

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Ep #20: The Important and Urgent Decision Matrix Thumbnail

Ep #20: The Important and Urgent Decision Matrix

In this episode, I will be talking about how to focus on your goals in a way that continues to enforce your micro-actions. It’s a simple method that allows you to consistently make small steps that lead to big progress over time. I'll also share the Important and Urgent Decision Matrix with you and explain how to use it to reach your goals steadily and efficiently.

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Ep #19: The Economy and 2020 Election with Ryan Detrick Thumbnail

Ep #19: The Economy and 2020 Election with Ryan Detrick

Ryan Detrick, the master of stats, joins the show for the second time to discuss the economy and markets. He is the senior strategist at LPL Financial, and he has a knack for understanding and explaining the uncertainty and irrationality of the markets. Ryan joins us today to share some great insight into what is going on in current events, as well as how it will affect the markets now and in the future.

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Ep #18: Getting Your Financial House In Order For Year End Thumbnail

Ep #18: Getting Your Financial House In Order For Year End

In this episode, we’re talking about plowing through the next three months with high-energy and a clear focus on our goals. We’ll be checking in on what we want to achieve, going through the key things that we’ve learned from this unprecedented pandemic, and reminding ourselves of how we can work to cushion our investments from the impacts of any further economic shutdowns.

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