PODCAST EPISODE 218: When Your Parents Didn’t Save Enough, Are Active Fund Managers Worth Their Cost?

EPISODE SUMMARY

When Actively Managed Funds Are Worth It
(By Kiplinger)

Judge OKs $5.4 million settlement over Transamerica retirement plan
(By Des Moines Register)

What to do when your parents didn’t save for retirement
(By CNBC)

WHAT WAS COVERED

00:00 – Paul welcomes listeners.
02:08 – Article Breakdown: “When Actively Managed Funds Are Worth It”.
14:45 – Article Breakdown: “Judge OKs $5.4 million settlement over Transamerica retirement plan”
21:30 – Article Breakdown: “What to do when your parents didn’t save for retirement”
41:15 – Closing thoughts.
42.40 – How to connect with Sound Financial Group.
43:47 – Episode ends, thank you for listening.

[Tweet “When you make a sweeping generalization it’s hard to be proven wrong #YourBusinessYourWealth”]

[Tweet “When reading any article, you should integrate what you see and ask, do I see something here that backs up what I see in the headline? #YourBusinessYourWealth“]

[Tweet “According to a 2020 AARP Report almost ⅓ adults with one living parent, are providing financial support to them and more then 40% expect to provide support in the future. Conversations about money are required to have a good life in the present and prepare for the future. #YourBusinessYourWealth“]

LINKS

When Actively Managed Funds Are Worth It
(By Kiplinger)

Judge OKs $5.4 million settlement over Transamerica retirement plan
(By Des Moines Register)

What to do when your parents didn’t save for retirement
(By CNBC)

Mentioned in this episode, Your Business Your Wealth: Episode 174

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Clockwork: Design Your Business to Run Itself

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Loserthink: How Untrained Brains Are Ruining America

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Transcribed by https://otter.ai

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