35 min listen
Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410
Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410
ratings:
Length:
39 minutes
Released:
Dec 27, 2022
Format:
Podcast episode
Description
Is it better to choose low-cost index funds or to diversify investments, even if it means paying higher fees? What causes mutual fund price fluctuation? Are mid-cap funds necessary in a balanced portfolio? Joe and Big Al also talk about real estate funds vs. real estate investment trusts (REITs), and TIAA annuities vs. bonds in a retirement portfolio. Finally, we revisit some investing strategy questions that are still relevant in today’s volatile markets on moving to cash in tough times, analyzing your asset allocation, and rebalancing your retirement portfolio. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-410
Released:
Dec 27, 2022
Format:
Podcast episode
Titles in the series (100)
80% of Participants Failed This Financial Literacy Test - 1: Welcome to the Your Money, Your Wealth® podcast: retirement planning, investing, and tax reduction made fun. Hosts Joe Anderson, CFP®, and Alan "Big Al" Clopine, CPA of Pure Financial Advisors have been providing financial education on the Your... by Your Money, Your Wealth