Brent Sullivan
speaker
11 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Brent Sullivan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Every time somebody rebalances for routine risk management, maybe they have lifestyle expenses, they're selling securities, every single time that they do that, they're incurring capital gains.
And so is there a way to defer that capital gains bill?
And there is, using tax loss harvesting.
And that's a simple strategy.
We're just trying to net losses and gains.
And what that does is not eliminate the tax bill.
It just pushes it into the future.
And as you push it into the future, you can think about it as like a free loan from the government.
And it grows faster than the time value of money.
It grows at the portfolio value.
So that's oftentimes highly valuable.
Showing 1–11 of 11