Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
Money Matters by Allworth Financial
Allworth Financial
4.7 • 839 Ratings
🗓️ 25 April 2026
⏱️ 41 minutes
🔗️ Recording | iTunes | RSS
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| 0:00.0 | Would you like an opinion on a financial matter you're dealing with? |
| 0:08.9 | Whether it's about retirement, investments, taxes, or 401Ks, |
| 0:13.2 | Scott Hansen and Pat McLean would like to help you by answering your call |
| 0:16.6 | to join Allworth's Money Matters. |
| 0:19.0 | Call now at 83399 Worth. |
| 0:21.6 | That's 83399 W-O-R-T-H. |
| 0:25.8 | Welcome to All-Worth's Money Matters, Scott Hanson. |
| 0:29.1 | Pat McLean is on his final week of vacation, so he'll be back next week. |
| 0:35.3 | But again, we've got Mark Shone joining us. |
| 0:38.3 | I've got such good feedback after the first two episodes that Mark did with us that I thought would have them on the third one here with a past council. |
| 0:47.1 | Let's do it again. |
| 0:47.7 | Yeah. |
| 0:47.9 | And also later in the program, I've got an interview with Simone Devaney talking about how to deal with complex trusts. |
| 0:59.3 | So if you have a trust, maybe even just a living trust, we're she going to go over some of the basis of trust and then some of the more complexities when they might make sense. |
| 1:08.5 | So I think you'll find it really helpful. |
| 1:10.4 | I enjoyed the conversation I had with Simone at you as well. So I think you'll find it really helpful. I enjoyed the |
| 1:11.0 | conversations I had with someone at you as well. So but with Mark, uh, I want to talk with Mark, |
| 1:16.6 | with you, Mark, um, thanks for again for joining us today about like moving beyond the index |
| 1:24.4 | and index funds is what I mean by that so if you think about uh you've been in |
| 1:29.3 | the industry as about as long as I have been so 30 plus years I'm still saying I've been in it since out |
| 1:34.5 | of college I've been in this industry a long time and when I first got started in the industry it was |
| 1:40.8 | all these actively managed mutual funds and your job is to pick the best mutual fund or whatever. But everything's moved to indexing. The vast majority of individual |
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