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We've said for awhile that the fee game is a "race to the bottom," and last week....we reached the bottom. Fidelity dropped some big news in the financial world last week: not only did they slash a bunch of fees, they also introduced two no-fee mutual funds. What does it mean? How does these new funds work? We've got you covered. First, we'll talk to the VP of Retirement for Fidelity, Ken Hevert, for more information on the company's latest move, and later in the show, OG and Joe will break down what this might mean for you and your money. PLUS, during our headlines segment we'll dig into a Wall Street Journal report covering how one big bank is still finding new ways to surprise their customers... and not in a good way. And during the Haven Life Line we're talking to Colin about Roth and Traditional 401ks. What's the best way to use them so he can retire early?
Don't worry, we'll still have time for a Doug's trivia and to answer a listener letter from Kurt. With a baby on the way, what should Kurt and his wife be doing to be financially prepared?
Thanks to Away for supporting Stacking Benjamins. Go to Awaytravel.com/sb and use the promo code sb to score $20 off your next suitcase!
Thanks to Harry’s for supporting Stacking Benjamins. Get your Trial Set – go to Harrys.com/sb
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
We've said for awhile that the fee game is a "race to the bottom," and last week....we reached the bottom. Fidelity dropped some big news in the financial world last week: not only did they slash a bunch of fees, they also introduced two no-fee mutual funds. What does it mean? How does these new funds work? We've got you covered. First, we'll talk to the VP of Retirement for Fidelity, Ken Hevert, for more information on the company's latest move, and later in the show, OG and Joe will break down what this might mean for you and your money. PLUS, during our headlines segment we'll dig into a Wall Street Journal report covering how one big bank is still finding new ways to surprise their customers... and not in a good way. And during the Haven Life Line we're talking to Colin about Roth and Traditional 401ks. What's the best way to use them so he can retire early?
Don't worry, we'll still have time for a Doug's trivia and to answer a listener letter from Kurt. With a baby on the way, what should Kurt and his wife be doing to be financially prepared?
Thanks to Away for supporting Stacking Benjamins. Go to Awaytravel.com/sb and use the promo code sb to score $20 off your next suitcase!
Thanks to Harry’s for supporting Stacking Benjamins. Get your Trial Set – go to Harrys.com/sb
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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