EPISODE · Aug 28, 2025 · 38 MIN
S3 E6: Passionfruit Tang & Smarter Indexing
from Retireable · host Financial Services of America
In this episode of The Retireable Podcast, Mike and John kick things off with travel stories, family celebrations, and a surprisingly passionate love for... Tang? But the heart of the conversation is all about indexing - what it is, how it’s evolved, and why it may no longer be the one-size-fits-all solution it once was. They break down: - The difference between traditional and direct indexing - Why tax efficiency matters more than ever - How technology is reshaping modern investment strategies Plus, in the “Holistic Happening,” hear how one client is using real estate, gifting, and planning strategies to bless her grandkids - while avoiding unnecessary taxes. Quick, fun, and packed with useful insight - this is indexing the Retireable way.
What this episode covers
In this episode of The Retireable Podcast, Mike and John kick things off with travel stories, family celebrations, and a surprisingly passionate love for... Tang? But the heart of the conversation is all about indexing - what it is, how it’s evolved, and why it may no longer be the one-size-fits-all solution it once was. They break down: - The difference between traditional and direct indexing - Why tax efficiency matters more than ever - How technology is reshaping modern investment strategies Plus, in the “Holistic Happening,” hear how one client is using real estate, gifting, and planning strategies to bless her grandkids - while avoiding unnecessary taxes. Quick, fun, and packed with useful insight - this is indexing the Retireable way.
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S3 E6: Passionfruit Tang & Smarter Indexing
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