Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s especially valuable for business owners with significant taxable assets.
Is direct indexing a trend worth your attention, or is it a game-changer for your investment strategy? Listen in as we explore the benefits and potential pitfalls of direct indexing. We break down who it’s best suited for, how it compares to traditional index investing, and why delegating this sophisticated strategy to a professional might be your best move.
What You’ll Learn In Today’s Episode:
- What direct indexing is.
- Why direct indexing might be a good idea for you.
- The downsides of index investing.
- How to participate in direct indexing.
- The benefit of having a trusted professional help you.
- Who should use direct indexing.
Ideas Worth Sharing:
Resources In Today’s Episode:
- Dr. Jimmy Turner: Website
- Money Meets Medicine podcast
- APM Success YouTube
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