# SpaceX's IPO, Estate Planning Without Kids & Tax Gain Harvesting Strategies (6/6/2026) Page: https://stenobird.com/podcast/real-money-pros-7057039/spacex-s-ipo-estate-planning-without-kids-tax-gain-harvesting-strategies-6-6-2026 Text version: https://stenobird.com/podcast/real-money-pros-7057039/spacex-s-ipo-estate-planning-without-kids-tax-gain-harvesting-strategies-6-6-2026.md Podcast: [Real Money Pros](https://stenobird.com/podcast/real-money-pros-7057039) Published: 2026-06-08T16:49:00+00:00 Episode link: https://therealmoneypros.libsyn.com/spacexs-ipo-estate-planning-without-kids-tax-gain-harvesting-strategies-662026 Audio file: https://traffic.libsyn.com/secure/therealmoneypros/RMP_6.6.2026_ARCHIVE.mp3?dest-id=539739 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/real-money-pros-7057039/episodes/spacex-s-ipo-estate-planning-without-kids-tax-gain-harvesting-strategies-6-6-2026 Duration seconds: 7296 ## Resource What happens to your money, your assets, and even your digital life if you don't have children to step in? Jeremiah Bates and Alex Lundgren spend the first hour tackling one of the fastest-growing estate planning challenges in America: planning for incapacity and inheritance when there are no children or obvious heirs. The discussion covers power of attorney decisions, trustees, elder abuse risks, professional fiduciaries, pet trusts, digital assets, online accounts, passwords, and why failing to plan can leave critical decisions in the hands of the court. The second hour shifts to a major market story: SpaceX's highly anticipated IPO. Jeremiah and Alex break down how IPOs actually work, why many investors misunderstand them, the risks of buying into market hype, and how SpaceX could eventually impact index investors and retirement accounts through future index inclusion. The final hour focuses on practical planning decisions, including pension maximization strategies, large income windfalls from business sales and acquisitions, Medicare and tax planning considerations, and tax gain harvesting opportunities for investors sitting on significant unrealized gains. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Alex Lundgren ————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ ————————————————————— ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/real-money-pros-7057039/episodes/spacex-s-ipo-estate-planning-without-kids-tax-gain-harvesting-strategies-6-6-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/real-money-pros-7057039/spacex-s-ipo-estate-planning-without-kids-tax-gain-harvesting-strategies-6-6-2026.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.