

039. What’s in our wallet? Our index funds, accounts, and more!
7 snips Jan 8, 2024
The hosts discuss their financial accounts, including high-yield savings, 529s, and brokerage accounts. They compare Wealthfront and Ally Bank for savings accounts and touch on 529 plans and 401K options. The chapter focuses on investment portfolios and the allocation of funds, particularly in index funds like Fidelity 500 and Vanguard Growth Index. They discuss the benefits of following market returns and the composition of the funds. The speakers also discuss their investment accounts and strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
New Year Financial Planning and Expense Review
03:10 • 2min
Comparison of Wealthfront and Ally Bank for Savings Accounts
05:00 • 4min
529 plans and 401K options
08:33 • 9min
Investment Portfolios and Index Funds
17:35 • 8min
Investment Accounts and Strategies
25:22 • 13min