

How to Invest in Different Accounts
Feb 26, 2024
Daniel and Logan discuss the differences between ETFs and Mutual Funds, exploring how to invest in different accounts. They cover investment philosophy, tax implications, and strategic approaches for different timelines and risk profiles.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Transition from Biking to Running, Sponsor Mention, and Investment Philosophy Discussion
01:49 • 2min
Tax Implications of Mutual Funds vs ETFs
04:08 • 9min
Strategic Investment Approach for Different Accounts
13:02 • 2min
Strategic Approach to Investment Planning and Research
14:51 • 2min