👉 ⁠⁠⁠Let us help with your retirement or financial plan: ⁠⁠⁠https://getrevise.com⁠

In this episode of the Slow Money Podcast, we explore a powerful, tech-enabled strategy for high net worth and newly liquid investors: strategic rebalancing and tax loss harvesting. As portfolios grow beyond traditional IRAs and 401(k)s, managing taxes and maintaining your ideal asset allocation becomes more complex—but also more impactful.

In this episode of the Slow Money Show by Revise, we will:

• Explain how ETF-based portfolios evolve for high net worth investors.

• Break down the importance of strategic rebalancing—and how it impacts volatility and taxes.

• Introduce tax loss harvesting at the individual stock level to reduce taxable gains.

• Highlight how software has made it easier to manage diversified portfolios with precision.

• Share real-world examples of who benefits most, including entrepreneurs post-exit and those with recent liquidity events.