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On the Money: Bear Market Playbook Thumbnail

On the Money: Bear Market Playbook

On this episode of “On the Money,” Paul Ruedi, Ryan Repko and Dr. Fred Giertz discuss financial moves you can make to take advantage of bear markets.

(1:50) Is this time different?

(8:19) Bear markets over Paul’s career

(20:14) Tax loss harvesting

(24:19) Roth conversions can be extra beneficial during bear markets

(37:46) Consulting the plan during bear markets