Aug 09 2024 22 mins
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What should we do during stock market declines? Even though the ups and downs are a normal (and expected) part of investing, what beneficial actions can you take?
Evon dives into rebalancing, tax-loss harvesting, and other actions optometrists should consider during market declines.
Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected].
Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices.
Resources mentioned on this episode:
- A Wealth of Common Sense Blog: This is Normal
- The Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax Return
- Schwab: Watch Out for Wash Sales
The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.