Episode 19 | Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income Level
Thu Jan 15 2026
Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income
In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, break down how smart investing is not just about what you earn…it’s about what you keep.
From understanding how “tax drag” can quietly reduce your long-term returns, to choosing the right mix of Roth, traditional, and taxable accounts based on your current income level, Shallon and Jim walk listeners through practical ways to build a more tax-efficient investment strategy over time. They explore key concepts like asset location (where different investments should live), long-term vs. short-term capital gains timing, tax-loss harvesting, and powerful charitable giving strategies like donating appreciated stock, donor-advised funds, and qualified charitable distributions.
Whether you’re early in your investing journey or already building wealth for retirement, this episode offers clear guidance and actionable tips to help you reduce unnecessary tax exposure while staying focused on your long-term financial goals.
Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five quick ways to make your portfolio more tax-efficient, including account “bucket” planning, holding-period awareness, tax-advantaged tools, charitable giving strategies, and why regular plan reviews are essential for keeping your taxes and your investments working together.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
Financial ConsultingInvestmentsTax-Savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.
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Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, break down how smart investing is not just about what you earn…it’s about what you keep. From understanding how “tax drag” can quietly reduce your long-term returns, to choosing the right mix of Roth, traditional, and taxable accounts based on your current income level, Shallon and Jim walk listeners through practical ways to build a more tax-efficient investment strategy over time. They explore key concepts like asset location (where different investments should live), long-term vs. short-term capital gains timing, tax-loss harvesting, and powerful charitable giving strategies like donating appreciated stock, donor-advised funds, and qualified charitable distributions. Whether you’re early in your investing journey or already building wealth for retirement, this episode offers clear guidance and actionable tips to help you reduce unnecessary tax exposure while staying focused on your long-term financial goals. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five quick ways to make your portfolio more tax-efficient, including account “bucket” planning, holding-period awareness, tax-advantaged tools, charitable giving strategies, and why regular plan reviews are essential for keeping your taxes and your investments working together. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial ConsultingInvestmentsTax-Savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE. DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.