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This Thing Called Money
Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives.
Stephen C. Jones, AAMS, AIF, CFP®
President
Jones Financial Partners
717 Wall St.Norman, OK 73069
Ph: 405.366.1297 x3
C: 405.310.9563
F: 405.366.134
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.
Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This Thing Called Money
3 Tips to Help Temper Taxes w/ Sean Walker
IN THIS EPISODE, YOU'LL LEARN:
- How to take advantage of investment losses
- What's the difference between ordinary income tax and capital gains tax
- How to plan strategically
- What's the difference between a Mutual Fund and an Exchange Traded Fund? Is one more tax-efficient?
CONNECT WITH US:
Sean's LinkedIn: https://www.linkedin.com/in/sean-r-walker/
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Prosper with Purpose®: https://www.americancentury.com/about/prosper-with-purpose/
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"