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Content provided by Shawn Terrell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shawn Terrell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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What is Direct Indexing?

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Manage episode 384008461 series 2815037
Content provided by Shawn Terrell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shawn Terrell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode Dentists, Puns, & Money, we discuss Direct Indexing as an investment strategy.

Please note: This episode was originally released on March 15th. 2023.

Many dentists are familiar with the strategy of buying index funds, or indirectly investing in an index. But directly investing in an index is a little different.

We’ll cover three things in this episode:

  • What’s are the differences between indirectly investing in an index vs. directly investing in an index, fundamentally?

  • What are the benefits of directly investing in an index vs. indirectly investing in an index by buying an index fund?

  • Why is direct indexing becoming available to more people and becoming more popular than it ever has been in the past?

As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.

--------------------------------------------

Dentist Exit Planning Resources:

Website: dentistexit.com

Schedule a Discovery Meeting with Shawn

Sign-Up for Dentist Exit Email Newsletter

----------------------------------------------

Follow Dentist Exit on Social Media:

Facebook Group for Dentists

Instagram

LinkedIn

  continue reading

87 episodes

Artwork
iconShare
 
Manage episode 384008461 series 2815037
Content provided by Shawn Terrell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shawn Terrell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode Dentists, Puns, & Money, we discuss Direct Indexing as an investment strategy.

Please note: This episode was originally released on March 15th. 2023.

Many dentists are familiar with the strategy of buying index funds, or indirectly investing in an index. But directly investing in an index is a little different.

We’ll cover three things in this episode:

  • What’s are the differences between indirectly investing in an index vs. directly investing in an index, fundamentally?

  • What are the benefits of directly investing in an index vs. indirectly investing in an index by buying an index fund?

  • Why is direct indexing becoming available to more people and becoming more popular than it ever has been in the past?

As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.

--------------------------------------------

Dentist Exit Planning Resources:

Website: dentistexit.com

Schedule a Discovery Meeting with Shawn

Sign-Up for Dentist Exit Email Newsletter

----------------------------------------------

Follow Dentist Exit on Social Media:

Facebook Group for Dentists

Instagram

LinkedIn

  continue reading

87 episodes

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