Ins & Outs of Long Short Direct Indexing
Fri Feb 06 2026
In this episode, I chat with Brent Sullivan about how some of the wealthiest clients are using this strategy to offset huge capital gains, manage risk, and keep more of what they earn. We walk through real stories (like how one client saved $370,000 in taxes last year) and dig into why this strategy isn’t just about investments, it’s about smart financial planning.
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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In this episode, I chat with Brent Sullivan about how some of the wealthiest clients are using this strategy to offset huge capital gains, manage risk, and keep more of what they earn. We walk through real stories (like how one client saved $370,000 in taxes last year) and dig into why this strategy isn’t just about investments, it’s about smart financial planning. ------- ✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com ✅ My personal blog & newsletter: https://www.thomaskopelman.com Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.