What a First Meeting with a Financial Advisor Should Look Like
Apr 30, 2026 - 19:43
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Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. In part 1 of this series, Kevin Kros...
Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at th...
This episode belongs to Retire Smarter.
Use the player on this page to stream the episode online.
Published Nov 21, 2024, 48:43 long, audio available.
Apr 30, 2026 - 19:43
Apr 23, 2026 - 22:39
Apr 16, 2026 - 22:46
You can listen to Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing online on Radio and Podcast. Open the player on this page to stream the available audio.
Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.
This episode is 48:43 long.
This episode was published on Nov 21, 2024.
Apr 9, 2026 - 22:29
Mar 26, 2026 - 19:41
Mar 19, 2026 - 20:22
Mar 12, 2026 - 18:43