Are Taxes Eating Your Returns? Let's Talk About It Artwork

Women on Wealth, By Women For Women

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

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Women on Wealth, By Women For Women

Are Taxes Eating Your Returns? Let's Talk About It

May 19, 2025 • Julina Ogilvie

In this episode, Julina Ogilvie sits down with Kyle Farrell, Senior Investment Specialist at Principle Wealth, to break down the often-overlooked topic of taxes and investing. From capital gains to tax-efficient strategies, Kyle shares practical insights to help you grow your wealth while keeping more of it.

Show Highlights:

Taxes are an important consideration in investing (1:21)
Most common mistakes with taxes in investing (2:27)
Tax efficient strategies (4:54)
Tax advantage vs taxable (8:40)
Capital gains (10:40)
Tax loss harvesting (13:12)
Benefits of tax advantaged accounts (16:27)
Municipals vs corporate bonds (18:31)
Estate considerations (20:15)
Upcoming tax policies to pay attention to (27:36)

Connect with Julina Ogilvie:
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Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180