208. How Direct Indexing Benefits High Net Worth Individuals

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?

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!