Show Notes
In this episode of The Long Term Investor, I’m thrilled to bring you a recent conversation I had with my friend Adam Cmejla, CFP®, and host of 20/20 MONEY, on the evolution of investing and why direct indexing is changing the game.
We dive into how direct indexing compares to mutual funds and ETFs, and why it’s become such an accessible and valuable strategy for individual investors.
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We also explore the powerful tax benefits of direct indexing, including how tax loss harvesting can help reduce your tax liability now and in the future.
If you’ve ever wondered how to take your investing approach to the next level or how to prepare your portfolio for life’s big transitions, this episode has you covered.
Resources:
- Adam’s Podcast: 20/20 MONEY
- Adam’s Firm: Integrated Planning and Wealth Management
- Follow Adam on Twitter
- Get a Free Copy of My Book: Making Money Simple
- Schedule a Call with Me
The Long Term Investor audio is edited by the team at The Podcast Consultant
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