# Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning

Page: https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/beyond-index-funds-advanced-tax-strategies-direct-indexing-smart-trust-planning
Text version: https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/beyond-index-funds-advanced-tax-strategies-direct-indexing-smart-trust-planning.md
Podcast: [Money Matters by Allworth Financial](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477)
Published: 2026-04-25T13:00:00+00:00
Episode link: http://podcast.moneymatters.com/e/beyond-index-funds-advanced-tax-strategies-direct-indexing-smart-trust-planning/
Audio file: https://mcdn.podbean.com/mf/web/8yvijeshyzxgt9wd/AWMM_2026425_PODCAST_1806fu.mp3
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Duration seconds: 2463

## Resource

This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximize efficiency, reduce taxes, and create smarter, more tax-efficient income streams. With Pat out this week, Scott and Allworth advisor Mark Shone break down how strategies like direct indexing, long/short investing, and tax-loss harvesting can unlock new opportunities—especially for those with larger, more complex portfolios. Plus, Scott and Allworth’s Head of Private Wealth Strategies, Simone Devenny, dive into trusts, from simple living trusts to more sophisticated estate planning tools. What You’ll Learn: -How direct indexing works—and when it can outperform traditional index funds -Strategies to generate tax losses and offset future gains -Smart ways to manage concentrated stock positions -How options strategies can help increase portfolio income -The key differences between revocable and irrevocable trusts (and when to use them) Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

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## Transcript

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