Josh ‘OG’ Bannerman
speaker
7,875 appearances
29 recordings
1 series
first heard May 2026
last heard 12 Aug
Josh ‘OG’ Bannerman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 29 in all, peaking in Jul 2026 with 10.
Appearances
till I'm 107 to start spending.
Estate planning, yeah, record keeping, you know, I just, I don't know.
Yeah.
Tax-wise on investments?
Well, I guess you'd probably just look and see what's the best performer for the year and then make sure all your money's in it.
Yeah.
The taxes be damned.
That's my answer.
It's like, if you don't have the number one performer as of August one, um, statistically you are going to lose money next year.
On the tax front with investments, I think there's a couple of major levers that you can pull.
I think you can be strategic around IRA conversions if that's something that's going on in your world and you've got pre-tax money and you have an idea of where those brackets are.
But I wouldn't do that until December or Thanksgiving time because you need to have some pretty good certainty on where your income is going to be.
The second thing is certainly on capital gains treatment and tax loss harvesting.
The jury's out on whether or not the juice is worth the squeeze there if you're not very, very, very tactical and don't have an exact system built in.
But I will tell you one thing that I think is...
is uniformly true now across the board.
There is no reason if you have non-qualified assets, if you have a regular brokerage account, there is no reason to be donating money to charity via cash instead of a donor advised fund.
It's inexpensive.
it takes a little bit of time, but it's not the end of the world.
And if you're going to say, well, I only do a hundred dollars a month in my church envelope.
Showing 1081–1100 of 7,875 · page 55 of 394
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