In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs. This isn’t one of those know-nothing “just buy low-cost ETFs” podcasts. We’re digging into the real stats behind performance, taxes, and the psychological traps investors fall into. And yes… we’re also exposing the nasty secret behind why some advisors knowingly put inferior mutual funds in your account.
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In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs. This isn’t one of those know-nothing “just buy low-cost ETFs” podcasts. We’re digging into the real stats behind performance, taxes, and the psychological traps investors fall into. And yes… we’re also exposing the nasty secret behind why some advisors knowingly put inferior mutual funds in your account.
It's Not Always ETF's: From a CFP Managing Hundreds of Millions
The LifeGoal Playbook
42 minutes
3 days ago
It's Not Always ETF's: From a CFP Managing Hundreds of Millions
In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs. This isn’t one of those know-nothing “just buy low-cost ETFs” podcasts. We’re digging into the real stats behind performance, taxes, and the psychological traps investors fall into. And yes… we’re also exposing the nasty secret behind why some advisors knowingly put inferior mutual funds in your account.
The LifeGoal Playbook
In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs. This isn’t one of those know-nothing “just buy low-cost ETFs” podcasts. We’re digging into the real stats behind performance, taxes, and the psychological traps investors fall into. And yes… we’re also exposing the nasty secret behind why some advisors knowingly put inferior mutual funds in your account.
