157: How We’re Preparing for Volatility in 2026
Rich Habits Podcast
Tax efficiency: 1256 contracts & return of capital
Troy and Garrett explain index option 1256 tax treatment and how return of capital can defer taxes for shareholders.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz are joined by the managing partners of NEOS Funds, Garrett Paolella and Troy Cates, to discuss how everyday investors can utilize their suite of ETFs to offset volatility in their own portfolios.
---
💰 To learn more about NEOS Funds, click here!
---
🌸 Want to see what's inside Robert and Austin's portfolios, as well as learn from other investors? Sign up for Blossom
---
💸 Use Public to build your own investable index with Generated Assets! You'll also receive an uncapped 1% on all IRA and 401(k) transfers and rollovers!
---
🚀 Join 900+ other podcast listeners inside of the Rich Habits Network and invest alongside Robert and Austin?
Click here!
---
⭐ Download our FREE Financial Planner – click here
⭐ Download our FREE Budgeting Template – click here
⭐ Download the 2026 Wealth-Building Workbook -- click here!
---
👤 Explore everything Austin does – click here
👤 Explore everything Robert does – click here
❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram
📬 Inquire about working together – christian@witz.vc
---
Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
This content is sponsored by NEOS Investments. The creator is compensated by NEOS to discuss NEOS ETFs. This content is for informational purposes only, and is not personalized investment, tax, or legal advice, and does not constitute an offer to buy or sell any security. Investing involves risk, including possible loss of principal. Before investing, carefully review the NEOS ETFs prospectus at neosfunds.com.
Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is not a client of Masterworks. This communication is not endorsed by or affiliated with State Street and the referenced report is not intended to be regarded as investment advice, an offer, or solicitation of an offer to enter into any Masterworks offering.
Invest in shares in great masterpieces from artists like Pablo Picasso, Banksy, Warhol, and more.
For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.
As with any investment; past performance is not indicative of future returns. Investing involves risk. Sale returns are not inclusive of unsold works. Important Regulation A disclosures can be found at masterworks.com/cd.
The AI-powered Podcast Player
