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Retirement Planning Education, with Andy Panko

#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")

Retirement Planning Education, with Andy Panko

Andy Panko

Roth Conversion, Roth Ira, Education, Social Security, Ira, Taxes, Retirement Planning, Annuities, Pension, Financial Planning, Investing, 401k, Tax Planning

4.91.1K Ratings

🗓️ 2 February 2023

⏱️ 56 minutes

🧾️ Download transcript

Summary

Part 4 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about mutual funds and exchange traded funds ("ETFs"); what they are, what strategies they use, how to trade them, how they're valued, tax considerations, etc. Links in this episode: My YouTube video What are Mutual Fund Capital Gain DistributionsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement P...

Transcript

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0:00.0

Okay, moving along. Let's now talk about mutual funds and exchange traded funds or ETFs in part four of my multi-part intro to investing series in this, the 60th episode of the Retirement Planning Education Podcast.

0:15.6

Welcome to the Retirement Planning Education podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.

0:30.4

And now here's your host, Andy Panko.

0:33.2

All right, welcome back, everybody.

0:35.1

Thank you, as always, for listening.

0:37.1

Today, we march on with the multi-part series about intro to investing.

0:41.7

Today is the fourth episode in this series out of I do not yet know how many episodes this will be.

0:47.6

It's going to be at least five, likely six, maybe seven, but I haven't quite gotten that far to figure out what exactly I want to do with

0:54.6

the, what other things I want to wrap up and talk about. So anyway, today is, again, part

1:00.0

four of this multi-part episode. Today will be all about mutual funds and exchange traded funds,

1:05.3

otherwise known as ETFs, would be the acronym. So let's get into it without Without, well, first, I should give the disclaimer here.

1:13.7

As always, nothing said or reference or mentioned in this podcast is to be misconstrued as any

1:18.9

sort of specific recommendations or advice to buy or sell or hold any particular investment

1:25.3

or investments. It is purely helpful and education and general guidance.

1:29.4

So definitely keep that in mind.

1:30.9

If I do happen to mention a specific security or investment by name, again,

1:36.0

it is definitely not a recommendation to do anything or not do anything with it.

1:39.3

It's just simply me making reference to try to give an example.

1:43.6

And not that I talk about results or performance

1:45.9

much, but if I do happen to, even if unintentionally, keep in mind the adage, the disclaimer

1:52.3

that past performance is no guarantee of future results. All right, marching on, mutual funds and

1:57.6

exchange traded funds are ETFs. What are they? In a nutshell, and I'll walk

...

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