Retirement Investing: Index vs Active Mutual Funds
In this video, we examine how these two mutual funds styles work and show you how you may be able to save thousands of dollars in fees.
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Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a co-founder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He has been a financial planner for over 27 years. Each day he “walks life” with individuals and families, helping them plan for, transition into, and live out their retirement.
He is a former instructor of retirement planning and employee benefits for the Certified Financial Planner certificate program at the University of Texas at Arlington. He has also taught wealth management at Texas Christian University Extended Education.
His recent book is called, Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future.
Anneka / Shutterstock.com As a longtime collector and reseller, I’m constantly on the lookout for “sleeper items” — common…