Following some of our recent podcast topics, David answers a few questions from listeners wanting to get more information. Then, David shares his thoughts on untrustworthy advisors and what to do to avoid them.
What we discuss on this episode:
0:41 - David loves listener questions.
1:13 - Mailbag: What is the IRS requirement about the wash sale rule?
4:36 - Mailbag: When can I offset gains with losses?
14:03 - What does David think of advisors that take advantage of clients?
Get additional financial resources here: https://www.coveryourassetskc.com/podcasts
