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Kids & family

Direct Indexing

Your Life, Simplified by Mariner

Jan 23, 202527:30Kids & family

Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing works, its potential tax advantages and its ability...

About This Episode

Direct Indexing is an episode from Your Life, Simplified by Mariner. Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing wo...

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Published Jan 23, 2025, 27:30 long, audio available.

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