How Direct Indexing Could Save You Money On Taxes With Adam Cmejla (EP.187)

The Long Term Investor

Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now.

Sign up for the newsletter for exclusive content.

-----

In this episode, I’m sharing a great conversation I had with Adam Cmejla, CFP® on his podcast, 20/20 MONEY. We talked about something that’s changing the way people invest: direct indexing. Not familiar with direct indexing? Don’t worry, you’re not alone. We break it down in a simple way so you can see how it might work for you.

We also chatted about how strategies like tax loss harvesting can help you manage your investments more efficiently, especially if you own a business or are preparing for a major financial milestone, like selling a practice.

I’m excited to share this conversation with you in hopes you’ll be able to learn practical and approachable ways you can make more thoughtful, informed decisions with your money.

Listen now and learn: ► What “direct indexing” is and how it can help you save on taxes.

► Why tax loss harvesting is a game-changer for your financial plan.

► How investing is about much more than just returns.

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

(01:36) What is Direct Indexing? (06:02) Tax Loss Harvesting Explained (13:59) The Evolution of Investing (19:33) Use Cases for Business Owners (25:07) Accumulation vs. Decumulation (31:00) Risks and Misconceptions (38:06) Future of Direct Indexing