Is Direct Indexing Really All It’s Cracked Up To Be?
Is Direct Indexing Really All It’s Cracked Up To Be?
Episode 249
Aug 28, 2024
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.
