• E249 Is Direct Indexing Really All It's Cracked Up To Be?

  • Aug 28 2024
  • Length: 31 mins
  • Podcast

E249 Is Direct Indexing Really All It's Cracked Up To Be?

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  • Summary

  • Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s especially valuable for business owners with significant taxable assets.

    Learn more: https://apmsuccess.com/249
    Watch the video: https://apmsuccess.com/249v


    Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom

    Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar

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