Your Investments Are Located…All Over the Place

Invested Poorly: Sad Tales of FInancial Fails

Maintaining total control of your finances starts with something that seems simple and yet tends to be a major hurdle for many of us to overcome. Discover the importance of organizing your investment accounts and how merely knowing where all your money is located can lead to better investment results in the long term.
Jeff Harrell shares more stories from the trenches of financial planning that illustrate why the negative effects of putting off your financial “to-do list” for a few more months or maybe even years will only worsen the longer you wait.
This episode is designed to get you to stop procrastinating and start taking action with some small steps that will make a big impact on your FI journey.
(Season 2 Episode 8)
Resources Mentioned in Episode:

• A list of index exchange traded funds (ETFs) to consider if your custodian doesn’t charge transaction fees for each purchase, and no-fee index mutual funds offered by custodians Schwab and Fidelity in various asset classes - see episode Show Notes on our website

Other Episode Referenced:

• Asset Location Is All About…Taxes, Taxes, Taxes (S2 E5)
  

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com