092: Tax-Efficient Investing with Stephen Tuckwood

The Guided Retirement Show

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1y ago 26:23

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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

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

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