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Frec

company on 2 shows · 1 statements across 1 episodes · said 4 times in 2 episodes since 2025

My First Million 3 We Live to Build 1

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My First Million 3We Live to Build 1

2025 4 mentions in 2 episodes 2 per episode

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MY FIRST MILLION Disclosure
Puri: Direct indexing a $250K investment harvested $16K in tax losses
“So I got the same performance as the S&P, but I, on my 250 K, I added an extra 16,000 in tax loss harvesting, just holding the same exact asset as it would before.”
Shaan Puri May 14, 2025 ▶ 12:26 How to retire with millions (and pay $0 taxes)

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