Mastering Money 9/27/19


Manage episode 243110026 series 1129321
By IQ Wealth Management and Steve Jurich. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Radio guru Dave Ramsey has come under fire of late as it has been learned that the financial advisors he refers his seven million listeners to-- sell upfront loaded mutual funds! These front-loaded funds charge customers an upfront fee to pay a commission to the advisor, which is deducted directly from the investors principal--while guaranteeing nothing to the client in the way of principal protection or reliable retirement income. Mr. Ramsey is justifiably recognized for his work at helping young people get out of debt and pay off mortgages, but his RETIREMENT investing advice has been called into question by sources like Money Magazine. Today, we'll provide a mini-course on mutual funds from front load to no-load, then Steve reviews five tips for building retirement wealth the SMART WAY. Mastering Money is on the air!!

1216 episodes