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#153- CFP on Tax Loss Harvesting in 2024

The Kuderna Podcast

Release Date: 11/26/2024

#171- The Geopolitics and Business of Mining Uranium with Thomas Lamb show art #171- The Geopolitics and Business of Mining Uranium with Thomas Lamb

The Kuderna Podcast

Thomas Lamb is an internationally recognized entrepreneur and executive in the resource sector. He’s currently the CEO of Myriad Uranium Corp and is leading the advancement of one of the most historically significant uranium districts in the United States. The Copper Mountain Project in Wyoming encompasses over 18,000 acres and is underlain by an estimated uranium endowment exceeding 600 million pounds. He's also the CEO of J2 Metals Inc., overseeing a diversified exploration portfolio spanning three jurisdictions in Mexico, Canada, and Alaska. His work has spanned uranium, gold, cobalt, and...

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#170- U.S. Tax History and The Roth IRA show art #170- U.S. Tax History and The Roth IRA

The Kuderna Podcast

Host and Certified Financial Planner, Bryan Kuderna, discusses the ten most impactful tax cuts and hikes in U.S. history. With top federal marginal tax rates ranging from 7% in 1913 to 94% in 1994 to 37% in 2026, the tax code has evolved through wars, depressions, bear markets, and bull markets to address federal budget deficits and at one time surpluses. Kuderna concludes with some tips regarding Roth retirement options as a valuable tax hedge. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material...

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#169- Investing and AI with Igor Pejic show art #169- Investing and AI with Igor Pejic

The Kuderna Podcast

Igor Pejic is an author, speaker, and banker focusing on the tech sector, currently leading the mobile apps team for one of the largest banks in Europe. His new book, "Tech Money", uncovers the rules of investing in the age of artificial intelligence. He appears regularly in the New York Times, American Banker, Forbes, and Bloomberg. His Substack newsletter is called "The New Frontier", analyzing the latest trends in tech and finance. Pejic has taught at the University of Vienna and has spoken for the Financial Post, German Banking Association, UK Finance, and Centre for Finance, Technology,...

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#168- Ray Shefska of CarEdge show art #168- Ray Shefska of CarEdge

The Kuderna Podcast

Ray Shefska is the co-founder of CarEdge, the leading consumer platform dedicated to car shoppers. CarEdge is redefining transparency, fairness, and value in the automotive industry with assigned AI negotiating agents for every type of buyer. Ray merges over 40 years of experience in the car business with the latest technology to inform both sides of the transaction. We discuss leasing versus buying, EV or gas, how much to spend on a car, and more. Learn more at or .  This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by...

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#167: The #167: The "Buy, Borrow, Die" Tax Strategy

The Kuderna Podcast

Host and Certified Financial Planner, Bryan Kuderna, delves into the "Buy, Borrow, and Die" strategy, a financial approach to minimize taxes. After three straight years of high stock market returns, investors should be aware of how to use their portfolio most efficiently. He discusses capital gains taxes, the benefits of long-term investing, tax loss harvesting and "wash sale" rules, step-up in basis for heirs, and the strategic use of donor-advised funds. This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to  to sign up now! This podcast is for...

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#166- Cybersecurity with Jurgita Lapienyte show art #166- Cybersecurity with Jurgita Lapienyte

The Kuderna Podcast

Jurgita Lapienyte is the Editor-in-Chief of Cybernews. She leads a team of investigative journalists and security experts uncovering today's biggest hacks, security threats, and innovations. She has been named the Cybersecurity Journalist of The Year and is frequently featured in BBC, Fox News, Forbes, TechRadar, and more. We discuss ways to protect yourself, state-sponsored versus criminal attacks, and how AI is outpacing humans. This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to to sign up now! This podcast is for informational purposes only. Guest...

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#165- Srividya Jandhyala on Geopolitics and The Great Disruption show art #165- Srividya Jandhyala on Geopolitics and The Great Disruption

The Kuderna Podcast

Dr. Srividya Jandhyala, author of The Great Disruption: How Geopoliticsis Changing Companies, Managers, and Work, is a Professor at ESSEC and former Fund Global Fellow at Princeton. We discuss the changing global order, corporate nationality, green energy, and trade concerns. Learn more at . This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without...

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#164- Les Csorba, White House Advisor, CEO Coach, and Author of #164- Les Csorba, White House Advisor, CEO Coach, and Author of "Aware"

The Kuderna Podcast

Les Csorba is a trusted advisor to some of the world's most influential leaders, including Fortune 500 CEOs, U.S. Presidents, governors, and global nonprofit heads. A longtime senior partners at Heidrick & Struggles, he has spent over three decades advising on leadership decision-making, CEO succession, and boardroom transformation. His new book, "Aware: The Power of Seeing Yourself Clearly" draws from over 75,000 assessments and interviews with the likes of Jamie Dimon, Darren Woods, Christ Wright, and more. Learn more about Les at . This podcast is for informational purposes only. Guest...

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#163- William Forstchen, author of One Second After, on EMPs and Golden Dome show art #163- William Forstchen, author of One Second After, on EMPs and Golden Dome

The Kuderna Podcast

Dr. William Forstchen is the author of over 50 books, including One Second After and the John Matherson series, which have been on the New York Times bestseller list for over 8 years and are currently being made into a movie. He has also co-authored three Civil War novels with Newt Gingrich. Forstchen is a professor of history at Montreat College and a subject matter expert on national security threats, EMPs, history, and current affairs. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material...

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#162: Social Security Taxation and Tips for Retirement show art #162: Social Security Taxation and Tips for Retirement

The Kuderna Podcast

CFP and host, Bryan Kuderna, discusses the history of Social Security and the current state of the entitlement before explaining how Social Security benefits get taxed. The episode concludes with several tips to mitigate Social Security taxes in retirement. For more information on Social Security, head to . This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are...

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More Episodes
Host, Bryan Kuderna, puts on his CFP hat to discsuss the concept of tax loss harvesting, explaining its significance in investing and tax planning. He discusses how to offset capital gains with capital losses, the importance of understanding capital gains taxes versus income taxes, the wash sale rule, capital loss income tax deduction, and when to implement tax loss harvesting effectively. 
 
Chapters
00:00- Introduction to Tax Loss Harvesting
13:20- When to Use Tax Loss Harvesting
24:46- Current Market Context and Strategy
 
Keywords: tax loss harvesting, capital gains, investment strategy, tax planning, financial advice, portfolio management, tax benefits, investment returns, market trends, financial education, cfp, kuderna
 
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 
 
7385803.1 exp. 11/26