Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth

On this week’s Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilities while gaining more flexibility than traditional index funds. They also take listener calls on pension decisions, including whether to choose a lump sum or annuity, and how required minimum distributions factor into long-term planning. With real-world stories and clear guidance, Scott and Pat show why the right approach to tax planning and direct index investing can protect your retirement income and grow wealth for decades to come.

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