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EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds

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Manage episode 422207941 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks.

While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particularly for investors seeking to optimize returns while minimizing fees.

The episode equips listeners with valuable knowledge to make informed financial decisions tailored to their needs by providing insights into the nuances of segregated funds and alternative investment strategies.

Read the full show notes and find more information here:

EP 92 Show Notes
  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 422207941 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks.

While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particularly for investors seeking to optimize returns while minimizing fees.

The episode equips listeners with valuable knowledge to make informed financial decisions tailored to their needs by providing insights into the nuances of segregated funds and alternative investment strategies.

Read the full show notes and find more information here:

EP 92 Show Notes
  continue reading

100 episodes

All episodes

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