The Pros And Cons Of Direct Indexing W/ Igor Smolyanskiy, CFA, CFP® Measure Twice Planners podcast

Artwork

Podcasting Education pCody Garrett CFP® pCody Garrett Financial Planner CFP® Money Personal Finance Advisors Investing

Contenido proporcionado por Cody Garrett, CFP® and Cody Garrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Cody Garrett, CFP® and Cody Garrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Measure Twice Planners « »
The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®

1y ago 40:13

Compartir

MP3•Episodio en casa

Contenido proporcionado por Cody Garrett, CFP® and Cody Garrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Cody Garrett, CFP® and Cody Garrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.

None of this content is personalized investment, tax, or legal advice.
If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.

… continue reading

18 episodios

#Podcasting Education #pCody Garrett CFP® #pCody Garrett #Financial #Planner #CFP® #Money #Personal #Finance #Advisors #Investing

Artwork

The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®

Measure Twice Planners

published 1y ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Cody Garrett, CFP® and Cody Garrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Cody Garrett, CFP® and Cody Garrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.

None of this content is personalized investment, tax, or legal advice.
If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.

… continue reading

18 episodios

#Podcasting Education #pCody Garrett CFP® #pCody Garrett #Financial #Planner #CFP® #Money #Personal #Finance #Advisors #Investing

Tất cả các tập

×

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

Escucha más de 500 temas