092: Tax-Efficient Investing with Stephen Tuckwood

The Guided Retirement Show

Το περιεχόμενο παρέχεται από το Dean Barber. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Dean Barber ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1y ago 26:23

MP3•Αρχική οθόνη επεισοδίου

After making his Guided Retirement Show debut in May, Modern Wealth Management Director of Investments Stephen Tuckwood joins Dean Barber again to talk about direct indexing and custom indexing. Tuck is a Chartered Financial Analyst and wants you to have a good understanding of tax-efficient investing. It’s a big deal.

When we think about people who have invested money outside of retirement accounts, taxes can be a big wealth eroding factor and take away from the total return. That’s why we’re going to focus today on tax-efficient investing and in particular, direct indexing, which is fairly new to the average investor.

In this podcast interview, you’ll learn:

The theory behind direct indexing and its structure
How to remain diversified via direct indexing
The benefits and drawbacks of direct indexing

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To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/92

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

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