13 min
Episode 46 - The Good, Bad & Ugly of Target Dated Retirement Funds Physicians Financial Checkup Podcast
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- Business
In this episode of Physicians Financial Checkup, your host Brent Boden, a seasoned Certified Financial Planner, takes a deep dive into the world of Target Date Retirement Funds. These funds, often touted as a convenient solution for retirement investing, come with their fair share of pros and cons. Brent breaks down everything you need to know when selecting Target Date Funds, including their structure, fees, and performance.
Brent delves into the "good" aspects of Target Date Funds, highlighting their automatic asset allocation adjustment as investors age. However, he also explores the "bad" side, discussing the potential drawbacks such as higher fees and lack of customization to individual needs. Additionally, Brent uncovers the "ugly" truth about the impact of fees on long-term returns and the importance of understanding the fine print before investing in these funds.
As the episode progresses, Brent emphasizes the significance of consulting with a fiduciary financial advisor, particularly as retirement approaches. He explains how a financial advisor can provide personalized guidance tailored to your unique financial situation and goals, ensuring that your retirement funds align with your long-term objectives.
Towards the end of the episode, Brent extends a generous invitation to listeners: a complimentary financial analysis conducted by himself. If you're seeking clarity, organization, and personal attention to ensure you're on the right path for retirement, Brent offers his expertise to help you navigate the complexities of retirement planning with confidence.
Tune in to this insightful episode of Physicians Financial Checkup to gain valuable insights into Target Date Retirement Funds and discover how consulting with a fiduciary financial advisor can pave the way to a secure and fulfilling retirement.For More Information visit BrentBoden.com or YouTube.com/@brentbodenEmail Brent@BrentBoden.comOr schedule a brief 15 minute complimentary call.
In this episode of Physicians Financial Checkup, your host Brent Boden, a seasoned Certified Financial Planner, takes a deep dive into the world of Target Date Retirement Funds. These funds, often touted as a convenient solution for retirement investing, come with their fair share of pros and cons. Brent breaks down everything you need to know when selecting Target Date Funds, including their structure, fees, and performance.
Brent delves into the "good" aspects of Target Date Funds, highlighting their automatic asset allocation adjustment as investors age. However, he also explores the "bad" side, discussing the potential drawbacks such as higher fees and lack of customization to individual needs. Additionally, Brent uncovers the "ugly" truth about the impact of fees on long-term returns and the importance of understanding the fine print before investing in these funds.
As the episode progresses, Brent emphasizes the significance of consulting with a fiduciary financial advisor, particularly as retirement approaches. He explains how a financial advisor can provide personalized guidance tailored to your unique financial situation and goals, ensuring that your retirement funds align with your long-term objectives.
Towards the end of the episode, Brent extends a generous invitation to listeners: a complimentary financial analysis conducted by himself. If you're seeking clarity, organization, and personal attention to ensure you're on the right path for retirement, Brent offers his expertise to help you navigate the complexities of retirement planning with confidence.
Tune in to this insightful episode of Physicians Financial Checkup to gain valuable insights into Target Date Retirement Funds and discover how consulting with a fiduciary financial advisor can pave the way to a secure and fulfilling retirement.For More Information visit BrentBoden.com or YouTube.com/@brentbodenEmail Brent@BrentBoden.comOr schedule a brief 15 minute complimentary call.
13 min