Jul 23, 2019
Many investors have had questions lately about the difference between mutual funds and ETFs: why choose one over the other? Are they the same? What differentiates these two products, why are there so many offerings that appear to be so similar, and which is the best choice for my portfolio, especially as I approach retirement?
To help answer this question, I’m joined today by Bud Kasper and Jason Newcomer. Bud is one of the first CERTIFIED FINANCIAL PLANNERS® in Kansas City, and in his over 40 years in the industry he has seen firsthand how this business has changed. Jason, on the other hand, is one of our youngest CERTIFIED FINANCIAL PLANNERS®. He joined Barber Financial Planning in 2007 while studying finance, and has been practicing full time since 2010.
Today, the three of us dive deep into the benefits, flaws, and risks of both mutual funds and ETFs - and what you should look at before adding either product to your portfolio.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/12
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