Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning

Hanson McClain's Money Matters by Allworth Financial

Apr 25, 202641:03Business

This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximize efficiency, reduce taxes, and create smarter, more tax-efficient income strea...

Related Episodes

Continue listening to more episodes from Hanson McClain's Money Matters.

How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending

May 9, 2026 - 35:15

A good financial plan isn’t just about retirement—it’s about how all the pieces of your financial life fi...

How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance

May 2, 2026 - 44:21

If you’ve built significant wealth, knowing how to reduce taxes in retirement can have a major impact on...

Concentrated Stock Positions: How to Avoid Big Taxes

Apr 18, 2026 - 37:19

How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Mone...

Can I Retire With $5 Million? Planning the Next Chapter

Apr 11, 2026 - 47:37

For many investors, the big question is whether $5 million is enough to retire—and this real-life case st...

Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid

Apr 4, 2026 - 51:48

In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexi...

Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors

Mar 28, 2026 - 53:07

In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financi...

Smart Tax Strategies for High Net Worth Investors

Mar 21, 2026 - 45:22

In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth i...

Roth Conversion & Direct Indexing Strategies

Mar 14, 2026 - 42:52

In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees...