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Target Date Funds: Are They the Right Choice?
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Sometimes target date funds, or age based funds, are your only choice. Where should they fit into your investment portfolio strategy? In this episode, we explain what target date funds are, their pros and cons, and when the might be an important piece of your strategy.
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
Chapters
1. Target Date Funds: Are They the Right Choice? (00:00:00)
2. Where will you see target date funds? (00:02:08)
3. What is a target date fund (aka Age Based Fund)? (00:05:01)
4. What are the Pros? (00:10:22)
5. What are the Cons? (00:12:16)
6. How do they invest for retirement? (00:16:13)
7. Example: bond performance (00:21:07)
8. When do you need more investment flexibility? (00:26:47)
9. Closing thoughts (00:34:37)
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