Direct Indexing: The Next Evolution in Personalized Investing

Direct Indexing: The Next Evolution in Personalized Investing

In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Mike Alexander, Managing Director at UBS Asset Management, to explore one of today’s most talked-about investing strategies: direct indexing. Mike unpacks how direct indexing evolved from traditional mutual funds and ETFs, and why it is becoming a preferred approach for high-net-worth investors seeking tax efficiency, personalization, and cost control. Together, they discuss how this strategy allows investors to own individual securities within an index, unlocking opportunities for active tax-loss harvesting, customized portfolio design, and a more intentional path to diversification. Whether you are a seasoned investor or simply curious about how technology is reshaping portfolio management, this conversation offers valuable insights into how direct indexing may help investors keep more of what they earn and align their portfolios with their goals. Listen now to understand why direct indexing is transforming the wealth management landscape.

The Science of Living to 100

Longevity isn’t about luck; it’s about lifestyle, mindset, and science. In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Dr. Thomas Perls, geriatrician, professor, and founder of the New England Centenarian Study at Boston University, the largest study of people aged 100 and older in the world. Together, they explore what truly drives exceptional longevity, from genetics and environment to optimism, exercise, and nutrition, and why simple daily habits may matter more than miracle pills. Dr. Perls also shares his “SAGING” framework, outlining the seven key lifestyle factors that support living not just longer, but better.

Making Philanthropy Simple and Strategic with Meghan Clifford

Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simple, flexible, and impactful. Darrin and Samantha sit down with Meghan Clifford, Regional Director of New England at National Philanthropic Trust (NPT), to discuss how donor-advised funds (DAFs) work, why they’re becoming increasingly popular, and how families can use them to create a lasting legacy of generosity.

Understanding Alzheimer's with Neurologist Dr. Andrew Budson

Can staying healthy and active really keep our minds sharp as we age? That's what today's chat with Dr. Andrew Budson, a top mind in neurology and memory studies, explores. From revealing lifestyle habits that combat Alzheimer's to unpacking the latest drug therapies, Dr. Budson brings clarity to a vital conversation on brain health. Tune in, whether you're keen on understanding more for a loved one or eager to enhance your cognitive well-being.

The importance of discovery meetings: The Gold Group Approach

Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock the vital role of discovery meetings at The Gold Group. This episode takes you behind the scenes to understand how these initial but pivotal meetings shape the relationships with their clients. In their new studio just outside the city of Boston, Darrin and Samantha dive deep into the unique discovery process that sets the Gold Wealth Management Group apart. They focus on understanding clients' goals, values, and personal stories, ensuring comprehensive and empathetic wealth management.