Brent Sullivan

speaker

332 appearances 1 recordings 1 series first heard Jul 2026 last heard 19 Jul

Brent Sullivan’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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gains that they need offsetting, then does the strategy really make sense for them?

So they're going to incur costs or at least risk.

The portfolios are volatile because of the leverage.

Are they going to deal with all of that?

And does it make sense for them if they don't have an urgent need for outperformance and the risk that it comes with?

And

any kind of gains they need offsetting.

That suitability lever is where I look at it.

Yeah, I mean, I don't think about level of wealth.

I actually think about marginal tax bracket, like where are they going to have the biggest impact?

And that's that's usually strategies or it's usually folks with with the highest taxable brackets.

And so we're talking about actually income now, not levels of wealth.

Nobody pays the highest rate.

And that's a, you know,

It's an infinite finance committee finding, but nobody pays the highest rate.

But it's generally because they're thoughtfully managing around it.

So even if you have somebody who's making a million dollars a year, oftentimes they're figuring out ways to thoughtfully manage that liability.

The wealth level definitely matters.

We suddenly have a lot of folks who are making $200,000 a year who have $30 million in... $200,000 is not the top tax bracket.

For married filing jointly, we're talking about much more than that.

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