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208. How Direct Indexing Benefits High Net Worth Individuals
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On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you!
Podcast Episodes Referenced:
- Ep 175: Passing Down Generational Wealth
- Ep 152: 10 Tax Planning Strategies for High Net Worth Individuals
YouTube Video Referenced:
- How to Hire a High-Net-Worth Financial Advisor
Blog Referenced:
- Is direct indexing the right strategy for you?
Learn More about Wiser Wealth Management:
- Our website
- Click here to schedule a complimentary consultation with one of our financial advisors.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Direct Indexing Benefits for High Net Worth Individuals (00:00:00)
2. Direct Indexing and Tax Loss Harvesting (00:04:42)
3. Direct Indexing for High Net Worth (00:17:10)
4. Investment Advice Disclaimer and Informational Podcast (00:31:34)
239 episodes
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