32 min

How Direct Indexing Benefits High Net Worth Individuals A Wiser Retirement™

    • Investing

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!

Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

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!

Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

32 min