The Kuderna Podcast

#153- CFP on Tax Loss Harvesting in 2024

Nov 26, 2024

Host, Bryan Kuderna, puts on his CFP hat to discsuss the concept of tax loss harvesting, explaining its significance in investing and tax planning. He discusses how to offset capital gains with capital losses, the importance of understanding capital gains taxes versus income taxes, the wash sale rule, capital loss...

#152- Investing in Trump's 2nd Term with Mark Matson

Nov 13, 2024

Mark Matson is the CEO of Matson Money, managing over $11 billion in assets. He is an entrepreneur, author, and innovator in the fields of investing science and financial education. Mark works with over 300 advisory practices across the U.S., Canada, and Puerto Rico. He is the author of "Experiencing The American...

#151- Trump vs Harris Economic Agenda

Oct 28, 2024

Kuderna provides a comprehensive analysis of the economic agendas of the 2024 presidential candidates, Kamala Harris and Donald Trump. He discusses key economic indicators such as unemployment, inflation, GDP, national debt, and the stock market, setting the stage for a detailed examination of each candidate's...

#150- What is a Custodial Account?

Oct 16, 2024

Bryan discusses the pros and cons of custodial accounts, particularly UTMAs (Uniform Gift to Minors Act). He covers the 2024 gifting limits and lifetime estate tax exemption, restrictions on custodial accounts, and potential tax advantages.

This podcast is for informational purposes only. Guest speakers and their firms...

#149- Becoming a Smarter Investor with Steve Foerster

Sep 10, 2024

Stephen Foerster, a professor of finance at the Ivy Business School, discusses various topics related to investing, including the impact of election years on the markets, the importance of having an investment philosophy, and the role of bonds in a portfolio. Foerster shares his personal investment philosophy...