Financial Choices Matter

Financial Choices Matter header image 1

The Ins And Outs Of Mutual Funds

Mutual funds have long been the most popular way for people to invest, but is that landscape changing?

Show Notes:

1:45 - Financial Dictionary: Tax Loss Harvesting

5:06 - Ins And Outs Of Mutual Funds

5:19 - Point #1: What Percentage Of Clients Have Mutual Funds When They First Come To See You?

6:24 - Point #2: Expense Ratios

7:58 - Point #3: Front Load, Back Load, No Load

9:20 - Point #4: Tax Issues Mutual Funds Can Create

11:07 - Point #5: Should Mutual Funds Be Eliminated?

12:59 - Mailbag Question from Confused: "How to consolidate multiple investment accounts?"

“Fake News” Impacting Your Finances

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.

Show Notes:

0:28 - Say "Hi" to new co-host, Marc.

2:05 - Quote of the Week from Pablo Picasso.

4:50 - Financial Fake News #1: Social Security is going broke.

8:18 - Financial Fake News #2: The crash of the dollar is imminent, so buy gold now.

10:52 - Mailbag Question from Jim: Is it OK to start Social Security while still working?