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The Fiscal Physical Podcast - #15 - Mutual Funds vs. ETFs: How to decide between owning a mutual fund and an ETF? Is there value to passive vs active management?

#15 - Mutual Funds vs. ETFs: How to decide between owning a mutual fund and an ETF? Is there value to passive vs active management?

The Fiscal Physical Podcast

04/09/24 • 21 min

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Get ready to unravel the mysteries of mutual funds and ETFs with the guidance of Ryan Nelson from Alchemy Wealth Management. This week's episode is a treasure trove of insights, where Ryan dissects the intricacies behind each investment vehicle – from the initial buy-in hurdles to the nitty-gritty of cost discrepancies. Whether you're a seasoned investor or just dipping your toes into the financial waters, you'll emerge with a clearer vision of how these options could fit into your portfolio. And for those caught in the throes of market volatility, Ryan's explanation of trading mechanics is nothing short of a strategic compass.
Our conversation with Ryan takes an unexpected turn into the philosophical realm of chance versus skill in active and passive investment strategies. Ever questioned the legitimacy of past performance as a beacon for future gains? Prepare for an intellectual spar that dives into the essence of probability in finance. But it's not all serious business – we keep the energy buoyant with personal anecdotes and our favorite, trivia! Learn how to weave your unique financial goals into your investment tapestry, and find out which investment path might lead you to your own definition of wealth success. And just for kicks, we'll reveal the world's longest flight route – bet you can't guess it without tuning in!

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: [email protected]
And, as always, STAY THE COURSE!

04/09/24 • 21 min

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The Fiscal Physical Podcast - #15 - Mutual Funds vs. ETFs: How to decide between owning a mutual fund and an ETF? Is there value to passive vs active management?

Transcript

Speaker 1

Welcome to the fiscal physical podcast . Join us each week as we sit down with the founder of Alchemy Wealth Management and author of your fiscal physical , Ryan Nelson . Tune in to gain valuable insights and practical tips as we simplify complex financial concepts into digestible lessons . From budgeting to retirement planning , this podcast is your go-to resource for mastering financia

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