Episode 109: Are You Ready For A Hurricane Helene?
10/14/24 • 29 min
1 Listener
Before natural disaster or personal disaster or emergency strikes it is important to know where your essential financial documents are stored and a loved one should know where to access.
In this episode I provide four financial related items every household should address to prepare for the unknown
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]
Before natural disaster or personal disaster or emergency strikes it is important to know where your essential financial documents are stored and a loved one should know where to access.
In this episode I provide four financial related items every household should address to prepare for the unknown
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]
Previous Episode
Episode 108: How Much is Your ETF Costing You and Sep. Portfolio Update
We all have heard it is important to keep fees low on our investments to maximize long term gains. In this episode I breakdown (with actual numbers) how much of a drag expense ratios can have on an account over long periods of time. I step through an example of a .50% expense ratio vs. 0.05% expense ratio on $50,000 over 20 years @8%. Reference the calculator below to personalize expense ratio scenarios,
It's a new month, we review The Radish Account, recap September and thoughts for the rest of the year.
Fee/Expense Ratio Calculator
https://www.investright.org/tools-resources/calculators/investment-fee-calculator/
Gogi Piñata Mug
Get ready for the Holidays! Order your Gogi Mug as a great gift idea for coffee/tea drinkers on your list. I'm stocking up from these great mugs from my friend Mike Sharpe
https://www.ebay.com/itm/326204425620
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]
Next Episode
Episode 110: Understanding the SCHD ETF
What does SCHD Reconstitution mean? In this episode I share how Charles Schwab reconstitutes their portfolio annually and the index that drives these changes. When considering to buy or owning an ETF it is important to understand what influences the ETF's holdings.
By the end of this episode you will have a deeper understanding how the mechanics of the Schwab US Dividend Equity ETF (SCHD)
SCHD Reconstitution
https://www.schwabassetmanagement.com/resource/annual-reconstitution
Dow Jones (See pg. 21 for Dow Jones US Dividend 100 Index
https://www.spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdf
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]
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