Myth Busting: ETFs Vs. Mutual Funds

Du Charme Wealth Management Podcast

Discover how financial wisdom can transform your investment strategies with Aaron Best, a certified financial planner who brings his expertise on modern investment vehicles. We promise you'll uncover the hidden truths behind ETFs and mutual funds, as well as how they align with your personal financial goals. We also critique mutual funds for their potential tax inefficiencies, which can spring unexpected surprises on investors. We acknowledge the challenges and benefits of investing in these vehicles from a tax perspective, providing you with the knowledge to make informed decisions that align with your investment strategy.
Guest Bio: Hi, I’m Aaron Best—Southern Utah born and raised, and let’s be honest, I’ll probably never leave. The only time I’ve lived outside of my red rock roots was during a two-year mission for my church in the great state of Wisconsin. When I returned, I attended Utah Valley University, where I threw shot put, discus, and hammer for the track team on scholarship. It was also there that I won over my beautiful wife, and we’ve been building our life together ever since. These days, we stay plenty busy with our four amazing kids. When I’m not in the office, you’ll find me outdoors camping, fishing with my family, or coaching the throwing events at the local high school.
My journey into financial planning began at Utah Valley University with a personal finance class that sparked something in me. The idea of becoming a Certified Financial Planner™ resonated deeply, and I knew I’d found my path. I kicked off my career with one of the world’s leading financial service firms, where I learned the foundations of trading, investing, and retirement planning. From there, I moved to a prominent northern Utah firm and discovered my passion for the personal side of finance—working one-on-one with individuals and families to help them achieve their financial goals.
After gaining years of valuable experience at a respected planning firm in Southern Utah, I decided to take the leap and start my own Registered Investment Advisory (RIA) firm—and I haven’t looked back since. Running my own practice has allowed me to focus even more on what I value most: delivering personalized, independent advice to help my clients plan with confidence. In both my professional and personal life, I believe in showing up, putting in the work, and creating a solid foundation for the future—whether that’s for my family, my clients, or the high school athletes I coach.
Connect with Aaron Best:
Webpage: https://bestwealthadvisory.com/
Phone: [phone]
Email: [e-mail]
Find Du Charme Wealth Management here:
https://ducharmewealth.com/contact-us/
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[00:00:00] Intro.
[00:02:18] Understanding ETFs and Mutual Funds.
[00:11:47] ETFs and Mutual Funds Explained.
[00:20:52] ETF Liquidity and Trading Misconceptions.
[00:34:35] Comparing ETFs vs. Mutual Funds.
[00:43:49] ETFs and Mutual Funds Tax Efficiency.
DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.