Feb 19 2024 32 mins 2
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?
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
