Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh

03/14/25 • 47 min

Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when it might be a better fit than off-the-shelf investment options. We explore the key differences between standard and aggressive tax management, the role of separately managed accounts (SMAs), and how tax loss harvesting can impact your portfolio.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/y62e97hb

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/y62e97hb

Previous Episode

Flight #100: Raising Money-Smart Kids

How can you teach your kids smart money habits without creating entitlement? In this episode, we dive into the essential lessons of raising financially responsible children. We explore the challenges first-generation wealth builders face, the guilt that often comes with financial success, and why many families lose their wealth by the third generation. You’ll learn why discussing money early and intentionally is key to long-term financial success.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/5dmymzmf

Next Episode

Flight #102: How to Prioritize Health and Nutrition While Traveling with Mark and Adriana Covell

What good is wealth if you don’t feel good? For busy professionals—especially pilots—maintaining health and nutrition while constantly on the go is a major challenge. In this episode, financial planner Mark Covell and his wife Adriana Covell, NBC-HWC, break down how small, intentional choices can lead to long-term health without feeling deprived. Adriana discusses the emotional connection we have with food, how to break unhealthy habits, and why understanding what your body actually needs is key to achieving both quality of life and longevity.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/b5jz2u