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EPISODE · Mar 5, 2026 · 39 MIN

Smart Money Moves: Avoiding Pitfalls and Building Wealth

from No Lazy Money · host Cumulus Media

March 4, 2026 ~ Hosts Ryan Ermanni and Nick Hopwood discuss mutual fund capital gains distributions, citing an example of a client who owes a large sum in taxes without selling assets. They explain how Obamacare subsidies could be lost if income exceeds $84,000, and highlight the potential of “Trump accounts” for long-term wealth creation for children. The speakers also touch upon proposed wealth taxes in the Netherlands and California, and the broader economic implications of various tax policies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

March 4, 2026 ~ Hosts Ryan Ermanni and Nick Hopwood discuss mutual fund capital gains distributions, citing an example of a client who owes a large sum in taxes without selling assets. They explain how Obamacare subsidies could be lost if income exceeds $84,000, and highlight the potential of “Trump accounts” for long-term wealth creation for children. The speakers also touch upon proposed wealth taxes in the Netherlands and California, and the broader economic implications of various tax policies.

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Smart Money Moves: Avoiding Pitfalls and Building Wealth

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Frequently Asked Questions

How long is this episode of No Lazy Money?

This episode is 39 minutes long.

When was this No Lazy Money episode published?

This episode was published on March 5, 2026.

What is this episode about?

March 4, 2026 ~ Hosts Ryan Ermanni and Nick Hopwood discuss mutual fund capital gains distributions, citing an example of a client who owes a large sum in taxes without selling assets. They explain how Obamacare subsidies could be lost if income...

Can I download this No Lazy Money episode?

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