Thursday - June 4th, 2026

×

What can we help you find?

Popular Content Tags

› Podcasts › Ready For Retirement › How to Use Individual Stocks for Better Tax-Planning

July 19th, 2022 Ready For Retirement

How to Use Individual Stocks for Better Tax-Planning

How to Use Individual Stocks for Better Tax-Planning James Conole, CFP® 24:06

In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.

Questions Answered:

How can you use individual stocks for strategic tax planning?
What's the best strategy to utilize with individual stocks?
How does this impact your retirement strategy?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.

James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.

Search

Account

Become a Member

Become a Member for Exclusive Benefits and Help Grow BabyBoomer.og!