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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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Episode Details

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

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Questions About This Episode

What is Direct Indexing about?

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 to align investments with individual values and goals. Whitney and Daniel share practical strategies to help implement this portfolio strategy.

Where can I listen to Direct Indexing?

You can listen to Direct Indexing online on Radio and Podcast. Open the player on this page to stream the available audio.

Which podcast is Direct Indexing from?

Direct Indexing is an episode from Your Life, Simplified by Mariner.

How long is this episode?

This episode is 27:30 long.

When was this episode published?

This episode was published on Jan 23, 2025.

Can I save Direct Indexing for later?

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Are there related episodes from Your Life, Simplified?

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