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052. Simplifying our finances - How we’re saving $20K by ditching robo-investing episode artwork

EPISODE · Apr 8, 2024 · 37 MIN

052. Simplifying our finances - How we’re saving $20K by ditching robo-investing

from Inside Out Money · host Maggie Tucker

Greg joins this week's podcast, and we share why and how we’re migrating our investments from Wealthfront to Fidelity, which will save us $20K+ in fees over the next ten years. We share how this will save us money, allow us to receive dividends instead of auto reinvesting them, better control our portfolio, and improve our performance. We share the backstory of why we started investing with Wealthfront 10 years ago and why it’s no longer serving us in the future. And Maggie’s brother Alex happens to call right as we’re wrapping up and joins for an impromptu conversation. Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/052-simplifying-finances-how-were-saving-20k-by-ditching-robo-investing/

What this episode covers

Greg joins this week's podcast, and we share why and how we’re migrating our investments from Wealthfront to Fidelity, which will save us $20K+ in fees over the next ten years. We share how this will save us money, allow us to receive dividends instead of auto reinvesting them, better control our portfolio, and improve our performance. We share the backstory of why we started investing with Wealthfront 10 years ago and why it’s no longer serving us in the future. And Maggie’s brother Alex happens to call right as we’re wrapping up and joins for an impromptu conversation. Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/052-simplifying-finances-how-were-saving-20k-by-ditching-robo-investing/

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052. Simplifying our finances - How we’re saving $20K by ditching robo-investing

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Frequently Asked Questions

How long is this episode of Inside Out Money?

This episode is 37 minutes long.

When was this Inside Out Money episode published?

This episode was published on April 8, 2024.

What is this episode about?

Greg joins this week's podcast, and we share why and how we’re migrating our investments from Wealthfront to Fidelity, which will save us $20K+ in fees over the next ten years. We share how this will save us money, allow us to receive dividends...

Can I download this Inside Out Money episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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