208. How Direct Indexing Benefits High Net Worth Individuals
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 IndividualsYouTube Video Referenced:- How to Hire a High-Net-Worth Financial AdvisorBlog Referenced:- Is direct indexing the right strategy for you?Learn More:Founded in 2001, Wiser Wealth Management…
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