The A B C’s of Mutual Funds

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 22 March 2013

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

When investing in mutual funds, you normally choose between Class A, Class B or Class C. The main difference in these options is the fees that you will be charged and how they are charged. A good way to understand how these fees work is to look at the funds one by one and determine which plan is best for you financially. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, The Money Guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, The Money Guy.
0:16.3	So today's show is kind of driven by, we have a brand new podcast client who came to us
0:22.0	and she said, you know, guys, I've been hooked on The Money Guy show since I listened
0:27.2	to the show y'all did on class of shares, talking about A shares, B shares, C shares,
0:32.2	as well as what no load shares are.
0:33.8	And what was that like two, two, three years ago, maybe one of those shares?
0:36.2	I think it might have been like four years ago.
0:37.9	That's the thing is that we realized when she shared that with us is that we were like,
0:43.5	wow, things that we just take for granted, that everybody knows, it's not out there that
0:48.8	easily.
0:49.8	So we decided what we would want to do is kind of double back, to kind of go back in time
0:53.2	to what we did four years ago, but we didn't do this a smart way.
0:56.2	We didn't go pull our old show notes and try to do it in an efficient, benchmarking way
1:00.5	like that.
1:01.5	We decided to completely recreate the will.
1:03.0	So what we're going to do is we're going to kind of, and I think it's probably, I'm sure
1:05.8	I did that show, maybe Bo, you weren't even an active participant.
1:08.8	No, I think I was here.
1:09.8	I wasn't active.
	...

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