A podcast about investing, taxes, RSUs, corporate life, retiring early, and avocados.
Not Advice
Claim This Podcastby Andre Nader (FAANG Fire), Brent Sullivan (Tax Alpha Insider)
4.3(6 reviews)
6 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
A podcast about investing, taxes, RSUs, corporate life, retiring early, and avocados.
Language
🇺🇲
Publishing Since
8/13/2025
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Recent Episodes
December 12, 2025
Tax-loss harvesting, giving, wrapping up the year in style
<p>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.</p>
November 18, 2025
End-of-Year Tax and Investment Planning ...for Nerds
<p>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. </p><p><br></p><p>Thanks to Paul Roberts for the original music!</p><p><br></p><p>Educational content. Not investment, tax, or legal advice. Hire an adviser for personalized guidance. </p>
September 21, 2025
De-Risking Chonky Stock Positions with Tax-Loss Harvesting, Exchange Funds, CRUTs, and Section 351 Conversion
<p>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.</p><p><br></p>
6 total episodes available
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Frequently asked questions
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- What is Not Advice?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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