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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...
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...
This episode belongs to Your Life, Simplified.
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Published Jan 23, 2025, 27:30 long, audio available.