Episode

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Podcast: Bogleheads On Investing Podcast
Published: Dec 7, 2025
Duration seconds: 2567
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Canonical source: https://bogleheads.podbean.com/e/audio-version-room-recording-nov-3-2025/
Audio: https://mcdn.podbean.com/mf/web/fbs94siuet7e4t9k/_Audio_Version_Room_recording_-_Nov_3_2025.mp3
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Summary

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast.