Nov 18, 2025
Host and Certified Financial Planner, Bryan Kuderna, delves into the "Buy, Borrow, and Die" strategy, a financial approach to minimize taxes. After three straight years of high stock market returns, investors should be aware of how to use their portfolio most efficiently. He discusses capital gains taxes, the benefits of long-term investing, tax loss harvesting and "wash sale" rules, step-up in basis for heirs, and the strategic use of donor-advised funds.
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their firms are not affiliated with or endorsed by PAS or Guardian.
This material contains the current opinions of the speakers but not
necessarily those of PAS, Guardian or its subsidiaries and such
opinions are subject to change without notice. None of the
organizations mentioned in this podcast have any affiliation with
Guardian or PAS. Bryan Kuderna is a Registered Representative and
Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice
Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products
and advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of
America® (Guardian), New York, NY. PAS is a wholly owned subsidiary
of Guardian. Kuderna Financial Team is not an affiliate or
subsidiary of PAS or Guardian. CA Insurance License
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