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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 24: The Future of Mutual Funds

Ep 24: The Future of Mutual Funds

Dec 3, 2020

Mutual funds have long been one of the most popular ways for people to invest. Is that still the case, and is the investment landscape changing?

 

Read more and get additional financial resources here:  https://www.truefinancialpartners.com/ep-24-the-future-of-mutual-funds/

 

What we discuss on this show: 

2:08 – Who has mutual funds?

4:50 – What average investors don’t know about mutual funds

8:08 – Mutual fund loads

10:10 – Mutual fund options and tools

12:53 – Taxes

17:06 – Mutual fund distributions

18:43 – The future of mutual funds