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Episode Info

Episode Info:

Most investors own mutual funds in their retirement accounts, and the common thinking is that’s a smart and safe decision. But is that actually the case? We’ll examine some financial propaganda and discuss why mutual funds are actually costing you quite a bit of money. 

On this episode:

0:31 - Financial Propaganda of the week

0:48 - Bob’s propaganda: Several studies show money manager’s mutual funds are unable to outperform their underlying index.

1:36 - Why would anyone own a mutual fund today?

3:23 - Propaganda: For the first time, ETFs have more money under management than actively traded funds. 

4:29 - Propaganda: Capital gains, are you letting history repeat itself?

5:16 - The end of the year is a great time to do some tax-lost harvesting. Also consider taxes when taking RMDs.

7:28 - This week’s spotlight: Certified Financial Planner Michelle McKinnon joins the show to share a client story about working with a couple to get reinvested after 2008.

10:00 - The return on Stable Value is horrible.

11:04 - There’s almost more risk not being invested than being invested.

12:39 - The couple’s reaction to some of these changes we made.

Show notes:

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