Retirement Talk Podcast Episodes

mutual funds

178. What is a Major Advantage of Separately Managed Accounts?

178. What is a Major Advantage of Separately Managed Accounts?

In this week’s Retirement Talk podcast, with Laura Stover, RFC®, and Michael Wallin, CFP®, we delve into the major advantages of separately managed accounts (SMAs), a topic that doesn't often make its way into the podcasting world. SMAs can be a game-changer for those...

166. How to Properly Evaluate Investment Fees

166. How to Properly Evaluate Investment Fees

Every investor, whether you do it yourself or have professional help, needs to understand the fees they are paying because this is one of the most important factors attributing to investment performance overall. Fees can really eat into returns but they might also...