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.