Are You Losing More to Taxes Than the Market?

Most investors obsess over market dips… while ignoring the quiet leak that compounds for decades: taxes. In this episode, Andrew breaks down how “tax drag” can shrink your long-term wealth more than volatility, why tax-deferred isn’t tax-free, and the 3 most common mistakes that trigger unnecessary tax bills (rebalancing, concentrated stock, and the NIIT/Medicare surtax ambush). Then we give you the playbook: asset location, systematic tax-loss harvesting, and Roth strategies high earners can use to build real tax flexibility.

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Disclosure

Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.