Inside Out Money cover image

052. Simplifying our finances - How we’re saving $20K by ditching robo-investing

Inside Out Money

CHAPTER

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.
App store bannerPlay store banner