Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs. It's a complex topic so I brought in the best person I know to help us break it down, in plain English. Ryan Kirlin is the Head of Capital Markets for Alpha Architect. He's also a national-caliber rowing athlete and his claim to fame is having been tested at a resting heart rate of 38 while on the U.S. team for rowing. It was the …
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What is a Target Date Fund and Should you Invest in One for Retirement?
If you are investing for retirement, you’ve probably come across target-date mutual funds. You may even be investing in one in your 401K and not realize it. So, you’re likely wondering what they are and why they are so popular. The thing is, target-date mutual funds are just like other mutual funds - some are conservative and others are risky. The trick is making sure they are balanced well when you’re most vulnerable. So, who has the …
How George Kinder Revolutionized the Financial Advice Business
The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to talk about his passion – helping you find your life’s purpose and aligning your financial goals to it. In today’s episode, you will learn: Why life planning puts the financial planning process in the client’s hands (and why it should be this way) How life planning creates a trusted and authentic relationship between the client and the …
