fbpx
I'm Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and the Founder of Sammons Wealth Management. I help successful women professionals who are in midlife plan for their ideal retirement. Learn more about planning, saving, and investing for your ideal retirement at Sammons Wealth Management.

In this week’s episode, I share a “heads up” about year-end mutual fund capital gains distributions. If you own mutual funds in a taxable account, you may be affected. Many times, investors are surprised when they see a tax bill from mutual funds they are holding as a longer-term investment (and not trading).

Learn how to determine if you may be impacted by mutual fund capital gains distributions which are typically paid out in the 4th quarter of a calendar year.

Also in this episode, I share a Midlife Mindset Moment about following through on your commitments to yourself and others.

We may have the best of intentions in life, but when we don’t follow through we create stress and regret for ourselves.

Ghandi said “Happiness is when what you think, what you say, and what you do are in harmony”.

Learn more about the many ways a lack of follow through can hurt us, and how to start getting better at this!

Join the LGBTQ Midlife Money Community

You can subscribe to the podcast on your favorite podcasting mobile app, including iTunes, Spotify, and Stitcher!

To receive email updates and other goodies that can help you live your best midlife, join the LGBTQ Midlife Money email list below.

Listen to this episode on your favorite podcasting app: iTunes | Spotify | Stitcher | Google Play

Thanks for listening to the LGBTQ Midlife Money Podcast. If you enjoy the show, please subscribe, rate/review, and share this podcast with your LGBTQ friends!

Join the LGBTQ Midlife Money email list for new episode updates and other goodies that can help you live your best LGBTQ midlife! 

 

Pin It on Pinterest

Share This