EPISODE · Dec 8, 2022 · 22 MIN

Should I Have Mutual Funds?

from Retire With Integrity Podcast with Brian Bowen

Mutual funds have been a popular way to invest, but are they what's best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 Astrovan. Is that the kind of vehicle you want to travel in? Here's what you'll learn about mutual funds on the show: Mutual funds are popular, but do people really understand them? (0:13) If you want a tax-efficient portfolio, what strategy should you use? (4:00) What can you do about taxes? (6:01) What is the complimentary blueprint plan? (7:12) Mailbag: What's my first step to selling a $5M business? (9:41) Home sales fell in September. What's happening in the housing market? (16:15) Get Additional Information: https://financialplanningva.com/podcast/

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Should I Have Mutual Funds?

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Frequently Asked Questions

How long is this episode of Retire With Integrity Podcast with Brian Bowen?

This episode is 22 minutes long.

When was this Retire With Integrity Podcast with Brian Bowen episode published?

This episode was published on December 8, 2022.

What is this episode about?

Mutual funds have been a popular way to invest, but are they what's best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of...

Can I download this Retire With Integrity Podcast with Brian Bowen episode?

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