Melanie shares her experience with Vanguard's automated investment program, emphasizing the convenience and peace of mind it offers. The chapter explores the benefits of ETFs over mutual funds, the innovations in personalized indexes by financial companies, and the evolving investment options in the financial landscape. It delves into the blurring lines between active and passive investing, customization in investment products, and broader themes of convergence across various domains.
#503: Lindsay’s husband struggles with a mental disability. She’s worried about the impact on her family’s finances. How does she maintain harmony in her marriage and protect her kids’ future?
An anonymous caller is stoked about her young nephew’s interest in saving for retirement. What’s Paula and Joe’s advice for a teenage saver?
Another anonymous caller wants to get personal about Paula’s personal finances.
Following up on a discussion from episode 494, Melanie has exciting news to share about automating ETF investments at Vanguard.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode503
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