How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
May 2, 2026 - 44:21
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On this week’s Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilities while gaining more flexibility than traditional index funds. They also...
Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth is an episode from Allworth Financial‘s Money Matters by Allworth Financial. On this week’s Money Matters, Scott and Pat explain how direct index in...
This episode belongs to Allworth Financial‘s Money Matters.
Use the player on this page to stream the episode online.
Published Aug 30, 2025, 52:35 long, audio available.
May 2, 2026 - 44:21
Apr 18, 2026 - 37:19
You can listen to Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth online on Radio and Podcast. Open the player on this page to stream the available audio.
Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth is an episode from Allworth Financial‘s Money Matters by Allworth Financial.
This episode is 52:35 long.
This episode was published on Aug 30, 2025.
Apr 11, 2026 - 47:37
Mar 21, 2026 - 45:22
Mar 14, 2026 - 42:52