Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh episode artwork

EPISODE · Mar 14, 2025 · 47 MIN

Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh

from The Pilot Money Guys

Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when it might be a better fit than off-the-shelf investment options. We explore the key differences between standard and aggressive tax management, the role of separately managed accounts (SMAs), and how tax loss harvesting can impact your portfolio. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/y62e97hb  

NOW PLAYING

Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh

0:00 47:39

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Pilot Money Guys?

This episode is 47 minutes long.

When was this The Pilot Money Guys episode published?

This episode was published on March 14, 2025.

What is this episode about?

Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when it might be a better fit than off-the-shelf...

Can I download this The Pilot Money Guys episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!