Direct Indexing: How to be Tax Efficient with Money Outside of Your 401k FIN-LYT by EWA

Join us for our inaugural episode of FIN-LYT by EWA! The mission of this podcast is to provide financial literacy to all listeners and serve as a catalyst to help make complex financial topics simple. The topics and interviews unpack important financial topics, tips to keep you ahead of the game, and how good financial planning can help you balance living your life by design now, and secure financial freedom in the future.

This episode, CEO, Matt Blocki, and Lead Advisor, Jamison Smith, delve in direct indexing and its immense benefits to clients. Answers to these questions and much more!

-What is direct indexing?

-Why should clients, especially high net worth clients, use direct indexing as an additional tax strategy?

-How can direct indexing solve problems executives and others with concentrated stock positions?



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