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?"
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The Future of Retirement In America: Is The Glass Half Full or Half Empty?
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Exposing Common Retirement Complaints
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Going Against The Grain
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Tough Topic: Retirement & Divorce
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