The Investing for Beginners Podcast - Your Path to Financial Freedom cover image

IFB244: How to Deal with a Few Companies Taking a Sizable Portion of Your Portfolio, Plus Index Funds & Trust Funds

The Investing for Beginners Podcast - Your Path to Financial Freedom

00:00

ETF S&P 500 Funds

Jason: I am a 27-year-old who is about two years into light investing with a portfolio of over $1,500 as far as investments to learn from myself. My wife comes from a family who has a trust fund on her mom's side. Their trust fund is ran through a broker that supposedly been in the family for many years. He used to charge 1%, and now these index funds, which charge fractions of a percent. Jason: Personally, I feel this broker is robbing us blind with his lack of effort into putting our money in these funds.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app