7min chapter

The Personal Finance Podcast cover image

Simple Financial Steps with Massive Payoffs with Paul Merriman

The Personal Finance Podcast

CHAPTER

Selecting Target Date Retirement Funds Based on Brokerage

The speaker discusses the selection process for target date retirement funds based on the brokerage and compares the costs and benefits of actively managed funds versus index funds. They also express their preference for Vanguard's target date fund and argue against having bonds in a portfolio for individuals in their 20s or 30s.

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