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Frec

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 14, 2025 by Shaan Puri · said 3 times in 1 episodes since 2025 · across every show →

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brought up most by Shaan Puri (3)

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May 14, 2025 positive
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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