Last Paycheck Podcast
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Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Watch on YouTube: https://youtu.be/dE14NYW5uC4
In this episode of the Last Paycheck Podcast, CFP Professionals Rob and Archie Hoxton dive into the crucial topic of cost basis and its impact on your investment strategy.
The conversation covers the fundamentals of cost basis, how it affects taxable brokerage accounts, and why careful management can create both opportunities and challenges for investors planning for retirement. Rob and Archie discuss strategies for tax loss harvesting, step-up in basis rules, and effective ways to utilize capital gains and losses for maximum tax efficiency. They also explore a powerful intersection between cost basis planning and charitable giving, showcasing how donors can maximize their financial benefit while supporting causes they care about.
Visit: http://www.thelastpaycheck.com
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you’d like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
Get their book! Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell – https://hoxtonpm.com/think-ahead-book/
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.
