The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Ep. 17 Creating Your Own ETF - Dr. Wesley Gray [CEO]
Manage episode 427240875 series 3584470
Content provided by Financial Planning Association National Capital Area Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association National Capital Area Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF.
Dr. Wesley Gray:
- LinkedIn: linkedin.com/in/alphaarchitect/
- Website: alphaarchitect.com
- Books: amazon.com/stores/author/B001OJT2FA
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
---
The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
59 episodes
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Manage episode 427240875 series 3584470
Content provided by Financial Planning Association National Capital Area Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association National Capital Area Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF.
Dr. Wesley Gray:
- LinkedIn: linkedin.com/in/alphaarchitect/
- Website: alphaarchitect.com
- Books: amazon.com/stores/author/B001OJT2FA
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
---
The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
59 episodes
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