Mutual Funds vs. ETFs, Bonds to Bourbon - 516
Your Money, Your Wealth
Your Money, Your Wealth
2.3 • 681 Ratings
🗓️ 11 February 2025
⏱️ 33 minutes
🧾️ Download transcript
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.
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Timestamps:
00:00 - Intro: This Week on the YMYW Podcast
00:55 - How to Invest in Bourbon and Whiskey with Jeremy Kasler, Founder and CEO of CaskX (watch the full interview exclusively on YouTube)
12:17 - Watch Financial Fact vs. Fiction: The Truth May Shock You! On YMYW TV, Download the Retirement Readiness Guide
13:09 - Big Al and Joe's Favorite Bourbons or Whiskeys
15:17 - ETFs vs. Mutual Funds Explained (Mike, CO)
18:34 - Bonds, Bond Funds, TIPs, CDs: Where to Invest for Fixed Income? (Lauren, FL)
21:47 - Download the Investing Basics Guide, Calculate your Free Financial Blueprint
22:54 - Is a Balanced Fund Good for Asset Allocation in the Decumulation Phase? (DJ, Missouri)
27:33 - One-Time Roulette Investment: Should I Hire a Broker or Do It Myself? (Karen)
31:46 - Outro: Next Week on the YMYW Podcast
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What are the benefits and differences between exchange traded funds and mutual funds? |
| 0:04.3 | Mike and Colorado wants to know. |
| 0:06.1 | How should Lauren in Florida approach the fixed income portion of her investment portfolio? |
| 0:10.5 | Would a balanced fund be good for asset allocation in the decumulation phase for DJ in Missouri? |
| 0:16.3 | Plus, Karen wants to make a one-time roulette investment. |
| 0:19.8 | Should she hire a broker or do it herself? |
| 0:22.2 | Join Big Al's football on investing from the basics to the alternatives today on Your Money, |
| 0:27.2 | Your Wealth podcast number 516. We'll kick things off with something for YMIW's legion of old-fashioned |
| 0:33.9 | drinkers. Today, we're going to find out how you can put your money where your mouth is |
| 0:38.0 | with our special guest, Jeremy Castler, the founder and CEO of CaskX, making investing in whiskey |
| 0:44.9 | and bourbon more accessible and transparent for investors. I'm executive producer Andy Las with the hosts |
| 0:50.8 | of Your Money, Your Wealth, Julie Anderson, CFP, and Big Alclopine CPA. |
| 0:55.6 | And Jeremy, those watching us on Spotify or on YouTube can see that you've got a wide array of spirits on the shelves behind you. |
| 1:02.0 | How does somebody go from buying a bottle of their drink of choice to investing in barrels? |
| 1:07.0 | Walk us through the steps. |
| 1:08.7 | Well, yeah, that's a great question. |
| 1:10.1 | I mean, firstly, most of our investors are whiskey lovers. |
| 1:15.6 | So of course, they love the idea of marrying their love of whiskey, |
| 1:19.6 | and of course, their love of hopefully making money. |
| 1:23.6 | So, of course, we connect with interested parties. |
| 1:28.3 | We explain how the process works, the dynamics of investing into something that's tangible, that's real. |
| 1:37.3 | So we're not selling bottles of whiskey, but we're selling casks of new make whiskey, which as the name suggests, has just been filled. |
... |
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