Stock Market Secrets No One Told You About!

Brad Lineberger, CFP®, and guest Vince Tiseo, Global Head of Business Strategy for Goldman Sachs, discuss how retirement investing is evolving with Direct Indexing. Direct Indexing is an investment strategy that combines stock market investing with tax advantages. Learn about stock market investing and how it compares to ETF investing and mutual funds. Discover tax loss harvesting opportunities and how to potentially lower your tax bill.

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Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth.

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