Could You Be Making A Costly Mistake With Index Funds?


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By Retirement 360 and Alan Mercurio. 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.
If you're still investing in index funds while nearing retirement, a recent Forbes article says you could be making a costly mistake. Many retirees or people closing in on retirement depend heavily on this traditional investment strategy and a recent article says there might be better ways to do so. Even if you haven't taken the time to set up an official state plan, you already have one whether you realize it or not. You either set up your estate plan with an advisor, or a probate judge is going to impose one on your relatives after you're gone. Troy and Randy talk a bit about this topic and what steps you should take to make sure your estate plan is set in stone.

144 episodes