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Direct Indexing: Revolutionizing Investment Strategies or Just Hype?

In this week's episode of the Big Picture Retirement podcast, we dive deep into the world of Direct Indexing. As a fairly new approach in the investment ecosystem, it promises tailored portfolio customization and potentential tax optimization. But are...

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Direct Indexing: Revolutionizing Investment Strategies or Just Hype?

Recent Episodes

Direct Indexing: Revolutionizing Investment Strategies or Just Hype?
May 23, 2023

Direct Indexing: Revolutionizing Investment Strategies or Just Hype?

In this week's episode of the Big Picture Retirement podcast, we dive deep into the world of Direct Indexing. As a fairly new approach in the investment ecosystem, it promises tailored portfolio customization and potentential tax optimization. But are...

Episode page
The Optimal Retirement Withdrawal Strategy
May 15, 2023

The Optimal Retirement Withdrawal Strategy

The sequence that you use to withdraw your money in retirement can make a massive difference in the amount of taxes you pay AND how long your money lasts. In today's episode, we're talking about an alternate way to think …

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3 Reasons for Roth Conversions
May 8, 2023

3 Reasons for Roth Conversions

Roth conversions have become a trending topic, and for good reason. After paying taxes throughout one's life, it's desirable to strategically reduce taxes during retirement, if feasible. Nevertheless, the viability of a Roth conversion depends on...

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How Divorce Attorneys Miss the Big Picture
May 1, 2023

How Divorce Attorneys Miss the Big Picture

While divorce may mark the end of a marriage, it is also a critical juncture in a person's financial and estate planning, as it can significantly impact their future wealth, retirement, and inheritance. In this context, divor...

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The 5 Phases of Saving for Retirement
April 24, 2023

The 5 Phases of Saving for Retirement

Saving for retirement is a lifelong process that unfolds through various stages. While the steps may differ based on individual circumstances, a general framework can be outlined. Each stage requires a different approach to ensure a secure and...

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