Taxable investment accounts are one of the most flexible and effective ways to build wealth but taxes can be a drag. In this episode, Brice discusses common taxes that occur in taxable accounts as well as some strategies to invest tax efficiently. The beverage of choice in this episode is White Claw Hard Seltzer, Tangerine.
Host Brice Carter talks about money, investing, business and life success while having a cold one. Brice is a millennial and thought leader in personal finance. He is one of the youngest people in the country to ever earn the CFP(R) designation and is also a Certified Investment Management Analyst and Chartered Financial Consultant.