Not Advice
Podcast Description
A podcast about investing, taxes, RSUs, corporate life, retiring early, and avocados.
Podcast Insights
Content Themes
The podcast focuses on a variety of financial themes including investing strategies, tax implications, RSUs, retirement planning, and corporate dynamics, with specific episodes discussing topics such as the dangers of holding too much company stock, the advantages of understanding RSUs and ESPPs, and leveraging avocado metaphors to illustrate financial concepts. Notable examples include tackling the concept of the 0.01% rule and the significance of the FIRE (Financial Independence, Retire Early) movement.
A podcast about investing, taxes, RSUs, corporate life, retiring early, and avocados.
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, and CRUTs. They even touch on seeding new ETFs in-kind using Section 351 conversions. Along the way, Costco avocados and breakfast choices make a cameo.
Disclaimer
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