How To Protect Your Money Before The Next Crash

The 10 year Treasury is back above 5%, the stock market has never been this concentrated, and AI, oil, and war are all moving at once. So what do you actually do with your money right now? The Comfort Capital team works through it by income level: someone living on a fixed income, a $200K household, and a million dollar W-2 earner. Along the way they cover why tax loss harvesting often doesn’t solve the problem, the lock-in trap of holding highly appreciated stock, how real estate professional status changes the math, what’s happening to overleveraged apartments in Austin, and why the tax code rewards producers over consumers. This is education, not financial, tax, or legal advice. Talk to your own CPA and advisors before making any financial decision. 🎓 Want to go deeper on real assets and the tax side of real estate? The Comfort Capital Private Investor Circle is our free education community: https://comfortcapitalprivateinvestor... ⏱️ CHAPTERS 0:00 Uncertainty everywhere 1:42 How to prepare: bonds, gold, and cash 5:28 Spending $250K to save $400K in taxes 9:07 The stock market lock-in trap 13:05 Why tax loss harvesting is a joke 21:12 The hidden risk of a W-2 23:28 The most defensible asset in real estate 26:13 Austin apartments: 60% occupied 31:12 Living on $50K: sell the boat now 36:37 The tax code is an incentive 43:06 Wrap up #StockMarketCrash #TaxStrategy #realestateinvesting