The Ins And Outs Of Mutual Funds - Financial Choices Matt...

What this episode covers

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?"

Share this episode

Similar Episodes

Beating loneliness by bridging the generation gap

Apr 21, 2026 ·13m

Robotics and the Future of Aged Care

Apr 19, 2026 ·16m

The Purpose Paradox: Why Baby Boomers Delay Retirement

Apr 17, 2026 ·13m

A Growing Movement Aims to Prepare All Physicians to Care for Older Adults

Apr 15, 2026 ·12m

Defeating Recurring Charges on Cancelled Credit Cards

Apr 13, 2026 ·11m

If Your Dad Has These 11 Odd Habits, He's More Lonely Than He Admits

Apr 11, 2026 ·16m

Similar Podcasts

The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! Chewing the Fat with WorkForge WorkForge Bite-Sized Conversations for Building a Stronger Workforce Welcome to Chewing the Fat, a podcast delving deep into the world of food manufacturing. Dive into real conversations around critical topics like staffing, retention, onboarding, and career development in this essential industry. Subscribe now to gain insights from your peers, subject matter experts and more on the biggest issues facing food manufacturers today: -Hiring and retaining employees -Addressing the challenges of the Silver Tsunami -Improving time to productivity of new employees -Engaging employees from hire to retire And more... Tune in to Chewing the Fat, a WorkForge podcast, and join the conversation on how to build and sustain a resilient, high-performing workforce in food manufacturing. Tips, News and Stories for Older Adults Esther C Kane CAPS, C.D.S. "Tips, News, and Stories for Older Adults" delivers weekly insights tailored for seniors. We bring you summaries of curated news, practical advice, and inspiring stories that matter to the 55+ community. From health and finance to technology and lifestyle, our content keeps you informed and engaged. Sourced from trusted outlets, each episode offers valuable information for navigating your golden years. Join us as we explore aging with positivity, wisdom, and engaging stories. Your perfect companion for staying active, learning, and embracing life's later chapters. Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom.

Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 18 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on January 2, 2020.

What is this episode about?

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...

Can I download this Financial Choices Matter 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.