Episode 26: What to Do in a Down Market
Update: 2025-08-26
Description
In this episode of Retire Stronger, John Foard and Bill Kearney discuss how to navigate down markets by leveraging strategic tax moves. They emphasize the importance of viewing bear markets as opportunities rather than setbacks, focusing on strategies like Roth conversions, tax loss harvesting, rebalancing, charitable giving, and estate planning. The conversation highlights the emotional challenges investors face during downturns and encourages a proactive mindset to capitalize on potential benefits.
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