Ever wondered how to steer clear of trouble with your investments? Today, we’re diving into an SEC investigation that’s rattling one fund and discussing what you need to know to protect yourself. We’re also unpacking the benefits of passive investing and index funds—because simplifying your approach to the stock market might just be the smartest move you make.

In our TikTok Minute, we’ll take a look at a quick clip that highlights a common financial misunderstanding, and along the way, we’ll sprinkle in a bit of British charm (no spoilers, but it’s classic).

Finally, we’re tackling a listener question from a soon-to-be parent who’s wondering how to plan for their child’s financial future. From custodial accounts to financial aid strategies, we’ll walk through the best options to ensure your kids have a strong start. Add in Doug’s trivia, some thought-provoking discussions, and a peek at upcoming events, and you’ve got a packed episode full of actionable insights.

Run of Show

Introduction and Opening Remarks
Kickoff and Today’s Topics Overview
Discussion on the SEC Investigation and What You Need to Know
Monitoring Your Money Effectively
Sponsor Messages and Lighthearted Banter
Headline: Western Assets Bond Fund in Trouble
Debating Active vs. Passive Management
TikTok Minute: A Quick Look at Financial Missteps
Listener Call and Doug’s Trivia Break
Listener Question: Financial Planning for a Newborn
Custodial Accounts vs. Other Savings Options
Tax Implications and Financial Aid Considerations
Upcoming Events and Community Meetups
Doug’s TV Show Reviews

FULL SHOW NOTES: https://stackingbenjamins.com/when-good-funds-go-bad-1605

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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