
052. Simplifying our finances - How we’re saving $20K by ditching robo-investing
Inside Out Money
Optimizing Investments and Account Consolidation for Fee Reduction
This chapter emphasizes the significance of reducing investment fees by transitioning from robo-investing to established brokerages such as Fidelity. It also discusses the benefits of consolidating old 401ks into IRAs for simplicity and cost-effectiveness, along with insights on merging multiple 529 plans and efficiently transferring funds between accounts.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.