Rephonic
Artwork for Not Advice
Tax-Loss Harvesting
Concentrated Stock Positions
Exchange Funds
Charitable Remainder Trusts
California

A podcast about investing, taxes, RSUs, corporate life, retiring early, and avocados.

PublishesMonthlyEpisodes6Founded8 months ago
Categories
InvestingBusiness

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Artwork for Not Advice

Latest Episodes

Andre and Brent talk about Hawaiian shirts and tax-loss harvesting in December, literally cleaning out the closet, keeping in shape, state and local taxation, what went well in 2025, what didn't go as well, and what's looking good in 2026.

Andre and Brent talk all things year-end planning. This includes backdoor Roths, preventing tax surprises and penalties, and giving stuff away is easy, but tax planning is hard. Sunglasses and Hawaiian shirts make an appearance.

Thanks to Paul Robe... more

Andre and Brent walk through the thorny problem of concentrated stock. They cover the plain option (just sell and pay the tax) then unpack alternatives: tax-loss harvesting over time, tax-aware long/short strategies using leverage, exchange funds, an... more

The Not Advice Podcast welcomes Nick Maggiulli (Dollars and Data, COO at Ritholtz Wealth) to talk through his new book The Wealth Ladder.

We cover the six stages of wealth, why income drives everything, how leverage and concentration shape outcomes... more

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Reviews

4.3 out of 5 stars from 6 ratings
  • Tax aware

    Great vibe, excellent content and knowledge level

    Apple Podcasts
    5
    John.Madden
    United States7 months ago

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2. ChooseFI
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5. The Compound and Friends

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Not Advice launched 8 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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