2021 ETF & mutual fund recommendations and 8 Q&A

Sound Investing

Paul announces Chris Pedersen's Best In Class ETF Recommendations for 2021 and Paul’s updated Mutual Fund recommendations for Vanguard, Fidelity, T. Rowe Price and Schwab.

In anticipation of next week’s Zoom call to discuss the new portfolios and fund recommendations, Paul Merriman, Chris Pedersen and Daryl Bahls are soliciting questions from you, our listeners. If you have questions related to this work, please submit them to [e-mail] with subject line: ETF/MUTUAL FUND QUESTION. They will try to address them in next week’s recording.

Paul answers these recent questions from our readers and listeners:

1. How should I invest $160,000 for my 66-year-old mother who doesn’t need the money to live on? 12:28
2. What are the advantages and disadvantages of the Ultimate Buy and Hold Strategy and 2 Funds for Life for a 57 year old? 18:39
3. What is the most tax-efficient way to rebalance an All-Equity portfolio? 26:39
4. Should I pay off a mortgage or invest in my retirement accounts? 29:45
5. Why are your large-cap value index higher than the large-cap value at Vanguard? 33:12
6. How is having $300,000 at age 65 a million dollar advantage? 42:55
7. Why do you think index funds are better than owning an investment in real estate property? 48:45
8. I want to put money into a Roth IRA. Should I use your tax-deferred or taxable portfolio recommendations? 58:54

Don McDonald’s Talking Real Money Minute — “Cryptocurrency: yes or no?"

Don McDonald, Co-Founder and co-host of the "Talking Real Money" podcast, produces the “Money Minutes” often featured on “Sound Investing” podcasts. Don also produced the soon-to-be-released audio version for our latest book, We’re Talking Millions!.