ETF or Index Fund?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 18 March 2021
⏱️ 10 minutes
🧾️ Download transcript
Summary
If you've been using index funds all along, and they've treated you very well, is there any reason to consider making the switch to ETFs?
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Jill on Money podcast. It is Thursday, March 18th. And we thought it was coming. |
| 0:11.9 | I thought it would happen. I wasn't sure when. But finally, the IRS cried uncle. Yep, |
| 0:19.2 | the IRS has delayed tax filing deadline by a little more than a month from April 15th to May 17th. |
| 0:28.4 | They couldn't do the 15th of May because it's a Saturday. So that's number one. All right. So |
| 0:33.8 | I don't know if it's going to happen again. A lot of people have already asked me that. But let's |
| 0:38.1 | presume May 17th, that's our date. Considering that 85% of people are due refunds, get it going. |
| 0:46.5 | Just get it going as much as as quickly as you possibly can. But obviously between distribution of |
| 0:54.0 | checks, stimulus payments, adjusting software, et cetera, the IRS couldn't do it. And I don't |
| 1:00.1 | know why they waited so long. But just saying it's there. May 17th, circle it on your calendars. |
| 1:06.8 | And that just means we can talk about taxes for an extra month. How much fun is that? All right. |
| 1:12.3 | I'm with a podcast. Jacks says that I rode in five years ago. And at the time I was asking about |
| 1:19.9 | investing a windfall that I had received. I was in my late 20s, a guy with a young family. |
| 1:25.2 | I wanted to be, I wanted to make sure I was making the best choices for us this time around. |
| 1:30.3 | I'm wondering if I should keep investing in index funds, which have basically doubled in value |
| 1:35.1 | since I started investing. Wow. Or should I maybe start saving extra savings into exchange |
| 1:40.4 | traded funds? Eh, I'm really agnostic about this. I'll tell you what, I think there is no reason to |
| 1:47.9 | move to exchange traded funds. Let me just say that. There's really not a tax implication either. |
| 1:53.2 | So exchange traded funds are, you know, if you're using index exchange traded funds, it's the same |
| 1:58.6 | as regular index funds. There's no particular reason for you to be moving to one versus the other. |
| 2:05.7 | Usually the reason why you would use an exchange traded fund is because you want to start trading |
| 2:10.0 | intraday. I know you don't want to do that because I would be very unhappy with you. Yeah, |
| 2:15.2 | it's not necessary. And especially if you're going to put new money to work, you're going to put |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.