Monday Money Tip

#138: What is a Mutual Fund?


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About the Episode: 

  • In this episode, we’re breaking down what a mutual fund is, sharing the benefits, and giving you some examples of funds.
  • In our Current Money Events segment, we’re talking about how to maximize your tax refund this year.
  • Our success story comes from Jeff, who was able to make massive progress up the IWBNIN Ladder with the help of a chunk of cash from selling his house. 

Resources:
FULLY FUNDED LIFE
TOOL - Mini Budget
IWBNIN Ladder
Capital Group - What We Offer
Capital Group - Funds 
Dodge and Cox 
BOOK: Oxen: The Key to an Abundant Harvest 

Related Monday Money Tip Podcast Episodes:
Episode 110: Investing 101
Episode 114: Understanding Opportunity Cost
Episode 115: Is Your Coffee Worth $1M?
Episode 116: 2 Ways to Produce Income
Episode 136: How to Maximize Your Tax Refund

Email [email protected] to ask questions or share success stories.

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Monday Money TipBy Joe Sangl

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