Join Paul & William as they explore various ways you can optimize your investment portfolio to minimize your tax burden and maximize your returns.They discuss tax planning strategies such as tax-loss harvesting, asset location optimization, as well as some common misconceptions that cause investors to pay higher than needed taxes.If you have any feedback, questions, or topics you'd like us to cover, send us an email at [email protected] you like to chat with Paul or William? Have a question for them? Set up a call by following these links:Paul: https://calendly.com/westendwealthpla...William: https://calendly.com/westendwealth/in...The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

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