Tim Baker, CFP®, and Tim Ulbrich, PharmD, share strategies to address fees, inflation, and taxes, helping you keep your investment portfolio fit and achieve your financial goals.

Summary

In this episode, Tim Baker, CFP® and Tim Ulbrich, PharmD discuss a crucial topic related to personal finance: keeping your investment portfolio fit.

Tim and Tim explore three silent threats to your investments—fees, inflation, and taxes. Learn practical strategies to manage fund fees, mitigate inflation's impact, and use tax-efficient approaches to safeguard your portfolio. Whether you're starting to save or nearing retirement, this episode delivers valuable tips to protect and grow your wealth.

Mentioned on the Show

YFP 392: Keeping Your Investment Portfolio FIT