In our previous podcast episode, CERTIFIED FINANCIAL PLANNER® Bud Kasper, Jason Newcomer and I discussed the differences between ETFs and mutual funds to help you truly understand which product is best for your portfolio. If you haven’t listened to Part 1 yet, please check out episode 12 before you listen to this one.

Today, we continue our deep dive into this topic. You’ll learn how to decipher the differences between the many different options, the tax efficiency of both mutual funds and ETFs, and why a comprehensive financial plan is so critical to choosing the right product to meet your needs.

 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/13

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com