Index funds, ETFs and the dark side of financial planning (with Laura Tarbox)

Ask a question or send feedbackAden and David sit down with Laura Tarbox, founder of Tarbox Family Office in Newport Beach, California. Laura shares her journey from the "dark side" of the financial industry to building a successful fee-only, fiduciary-focused firm.She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managing risk, and finding meaningful ways to give back through philanthropy. Laura also provides insights into her investment philosophy, which has evolved from stock-picking to a more evidence-based, tax-efficient approach using index funds and ETFs.(0:30 - 2:30) The "dark side" of the financial industry(2:30 - 6:00) The family office model(6:00 - 10:00) The Global Association of Independent Advisors (GAIA)(10:00 - 15:00) Passing on wealth and values to the next generation(15:00 - 20:00) Exploration of the role of philanthropy(20:00 - 26:00) Laura's investment philosophy evolutionThe Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.