Classic Episodes: What’s Wrong with Index-Based Investments?

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.6 • 1.2K Ratings

🗓️ 30 October 2019

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Do you use index-based investments? There is a trend towards passive investing as people are stepping away from high fee managed funds. There are many positives in passive, index-based investments, but there are some downsides too. In this classic...

Transcript

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0:00.0	Welcome to the Retirement Answerman Show.
0:07.0	My name is Roger Whitney.
0:12.0	My name is Roger Whitney.
0:14.0	So glad that you are here with me.
0:16.0	This is the show dedicated to helping you not just survive retirement,
0:21.0	but to Rock Retirement. And you know the way that you do that, don't you?
0:25.9	It's by focusing on the right things, that can be hard, and taking lots of intentional actions to create a great life.
0:39.1	And so that's what we're going to talk about each week.
0:41.2	Now this month on the... in the retirement answer man show or on the show
0:45.6	we are in a hard at work mode so let's go talk about that with the most amazing
0:57.0	coworker ever go talk about that with the most amazing co-worker ever Nicole Rockstar Mills. All right it is the day before Nicole's favorite day of the year, which is?
1:06.0	Yes!
1:07.0	What are we dressing up as tomorrow, Nicole?
1:11.0	The kids want to do the Guardians of the Galaxy this year.
1:15.0	So when we're recording this it's still far enough out that that might change
1:20.0	but as of now the plan is to do Guardians of the Galaxy.
1:24.0	And I was specifically instructed by Nicole not to mention that I dress up as a whippy cushion
1:30.0	or use a fart machine because that is
1:32.8	guess not appropriate so I will not mention fart machine
1:36.5	or whoopi cushion on the show
1:39.6	and this is our last
1:40.8	you know what's funny about the fart machine though?
	...

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