Understanding the Complexity of Funds with Tim Gottfredson

We’ll admit…learning about funds can be a pretty complex conversation, but that’s exactly why we have invited Tim Gottfredson, CFP®, on the show, to break this down into the simplest terms.

In this episode, Tim shares his expertise about investing in funds and how you can do so while saving yourself the most amount of money possible.

Tim discusses:

  • How to limit broker fees and when you can expect them when investing in funds
  • What an expense ratio is and how you can find the lowest ones
  • What an Exchange Traded Fund (ETF) is and whether they are a viable investment for you
  • Why more people are gearing towards ETFs in their portfolios
  • And more

Related: The Different Penalties You May Have On Your Social Security Benefit