Taxes, Direct Indexing, and Concentrated Stock Diversification Strategies for Smarter Wealth Planning

On this week’s Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the episode are three essential topics: taxes, direct indexing, and concentrated stock diversification strategies.

They help a young family balance life insurance with retirement savings, guide a retiree facing a heavy dividend tax bill, and show why smart planning matters at every stage. Along the way, they reveal how taxes can quietly erode wealth, why direct indexing creates new opportunities for tax-efficient investing, and how concentrated stock diversification strategies protect those holding too much company stock.

Whether you’re building wealth, preparing for retirement, or simply trying to minimize taxes, this episode blends practical advice with advanced insights to help you secure your financial future.

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