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Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett 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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The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®
Manage episode 376147208 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett 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.
Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.
None of this content is personalized investment, tax, or legal advice.
If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.
18 episodes
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Manage episode 376147208 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett 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.
Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.
None of this content is personalized investment, tax, or legal advice.
If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.
18 episodes
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Similar to Measure Twice Planners
A weekly dose of just the right medicine to help you get out of debt, save more money, and beat the paycheck to paycheck cycle.
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continue reading
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Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
A science guy from the deep south (Destin) and a humanities guy from the wild west (Matt Whitman) discuss deep questions with varying levels of maturity.
…
continue reading
Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
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The Primal Potential Podcast is about transformation, not information. So many of us KNOW what we need to do to achieve our goals but we aren't DOING it. There's a continuous gap between our INTENTIONS and our ACTIONS. Primal Potential is a TOOL to help you create massive change in your life and ENJOY the journey!
…
continue reading
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…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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…
continue reading
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