Why Whitaker-Myers Doesn't Like Target Date Funds

Episode 89 of the What We Learned in the Markets podcast, hosted by Whitaker-Myers Wealth Managers, LTD., titled "Why Whitaker-Myers Doesn't Like Target Date Funds" was published on January 23, 2025 and runs 14 minutes.

January 23, 2025 ·14m · What We Learned in the Markets

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Episode Description

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Judy in Ohio who asks, "John-Mark, I have been given my investment options for your 401(k) plan. They want to default me into a mutual fund with the year at the end of its name (target date fund). Should I allow them to do this or is there a better option for my retirement investments at this new company?

Name and locations may have changed to protect privacy.

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