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

Page: https://stenobird.com/podcast/bogleheads-on-investing-podcast-966715/episode-89-year-end-tax-planning-tax-moves-in-2026-roth-conversions-more-cody-garrett-cfp-sean-mullaney-cpa-jon-luskin-cfp-hosts
Text version: https://stenobird.com/podcast/bogleheads-on-investing-podcast-966715/episode-89-year-end-tax-planning-tax-moves-in-2026-roth-conversions-more-cody-garrett-cfp-sean-mullaney-cpa-jon-luskin-cfp-hosts.md
Podcast: [Bogleheads On Investing Podcast](https://stenobird.com/podcast/bogleheads-on-investing-podcast-966715)
Published: 2025-12-07T12:00:00+00:00
Episode link: https://bogleheads.podbean.com/e/audio-version-room-recording-nov-3-2025/
Audio file: https://mcdn.podbean.com/mf/web/fbs94siuet7e4t9k/_Audio_Version_Room_recording_-_Nov_3_2025.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/bogleheads-on-investing-podcast-966715/episodes/episode-89-year-end-tax-planning-tax-moves-in-2026-roth-conversions-more-cody-garrett-cfp-sean-mullaney-cpa-jon-luskin-cfp-hosts
Duration seconds: 2567

## Resource

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.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/bogleheads-on-investing-podcast-966715/episodes/episode-89-year-end-tax-planning-tax-moves-in-2026-roth-conversions-more-cody-garrett-cfp-sean-mullaney-cpa-jon-luskin-cfp-hosts/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/bogleheads-on-investing-podcast-966715/episode-89-year-end-tax-planning-tax-moves-in-2026-roth-conversions-more-cody-garrett-cfp-sean-mullaney-cpa-jon-luskin-cfp-hosts.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.