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Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsInvesting, Business, Education
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsInvesting, Business, Education

Episode Summary

What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment portfolio? Would a balanced fund be good for asset allocation in the decumulation phase for DJ in Missouri? Plus, Karen wants to make a one-time roulette investment. Should she hire a broker or do it herself? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on investing from the basics to the alternatives, today on Your Money, Your Wealth® podcast number 516. But first, something for YMYW’s legion of Old-Fashioned drinkers: find out how you can put your money where your mouth is with our special guest Jeremy Kasler, the founder and CEO of CaskX, making investing in whiskey and bourbon more accessible and transparent for investors. Access free financial resources and the episode transcript: https://bit.ly/ymyw-516 DOWNLOAD The Investing Basics Guide WATCH Financial Facts vs. Fiction: The Truth May Shock You! on YMYW TV DOWNLOAD The Retirement Readiness Guide WATCH the full interview with Jeremy Kasler of CaskX ASK Joe & Big Al for your Retirement Spitball Analysis CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH
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