#15 - Mutual Funds vs. ETFs: How to decide between owning a mutual fund and an ETF? Is there value to passive vs active management?
04/09/24 • 21 min
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!
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!
Previous Episode
#14 - Exchange Traded Funds (ETFs): What is an ETF? What are the pros vs cons of ownership? Is an ETF right for you?
Unlock the secrets of Exchange Traded Funds with the help of Ryan Nelson from Alchemy Wealth Management, who joins me, Aaron, in a discussion that will alter your understanding of investments. Together, we shatter the myths surrounding ETFs and mutual funds, underscoring the unique features that make ETFs a prudent choice for individual investors. Ryan's expertise guides us through the intricacies of why these financial tools have surged in popularity, dissecting their structure that inherently protects you, the investor. Expect to have your take on the S&P 500 recalibrated as we address common misconceptions that often cloud its true nature.
As the episode progresses, the tone shifts from analytical to introspective, where Ryan and I exchange tales from our youth, revealing the dreams that set the stage for our professional endeavors. My journey took me from a fascination with veterinary science and golf course design to the structured world of engineering. Meanwhile, Ryan reminisces about his early fascination with watches and an unexpected detour through custom apparel that set him on his financial career path. Our candid discussion serves as a reminder that life is anything but linear, and with purpose, effort, and the right resources, the possibilities are endless. Join us for a conversation that's as much about nurturing your financial savvy as it is about embracing life's unpredictable adventure.
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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!
Next Episode
#16 - Asset Location: What is asset location? How do tax implications change for the same investments depending on the account type they are owned in?
Unlock the secrets of savvy asset placement with financial wizard Ryan Nelson as we tackle the big questions about investment strategies and tax efficiency. Prepare to navigate the complex world of Roth IRAs, traditional IRAs, and brokerage accounts as we reveal how the right choices can lead to substantial tax savings and optimal growth. It's not just about where you invest, but how and where you place those investments that can make a monumental difference to your financial future. We're busting myths left and right, especially when it comes to dividends in retirement, arming you with the knowledge to make investments that truly work for you.
Step into a realm where financial independence isn't just a dream, but a bespoke reality tailored to your deepest passions and desires. Together with Ryan, we dissect the layers of financial freedom, showing it's not about the size of your wealth but the power to make life choices without monetary constraints. We draw inspiration from the likes of Peter Thiel to illustrate the transformative power of strategic asset placement. Whether it's attending the Super Bowl without a second thought about the cost, or simply choosing to work on your own terms, we're here to guide you towards a life where financial literacy isn't just a tool—it's the key to unlocking a world where your finance is as free as your spirit.
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!
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
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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