The Retirement Playbook with Dale Tondryk

Ep 7: Mutual Funds 101

March 19, 2020

Mutual funds have been a popular investment vehicle for many years but how well do you understand were your money is going? Today we’ll take you through the ins and outs of mutual funds by defining the key terminology and discussing the strategy behind the investment.


Show notes and additional resources: 


Today's rundown: 

0:36 – Let’s talk about mutual funds today.

0:49 – What percentage of our clients owned mutual funds when they first came in to see us?

1:25 – What are expense ratios?

2:30 – On top of the expense ratio you have a turnover fee.

3:04 – Dale explains ‘loaded’ mutual funds and the difference between frontload, backload, and no load.

4:26 – What are the tax issues mutual funds can create?

5:32 – We hear a lot about ETFs now. How are they different from mutual funds?

6:42 – How often do we incorporate mutual funds into client portfolios? We start by using three investment worlds.


Helpful Info:


Phone #: 952-401-1671