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ETFs vs. Mutual Funds: What's The Difference?

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Manage episode 448909066 series 3594497
Content provided by Ryan Wyatt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Wyatt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

When ​it ​comes ​to ​investing, ​mutual ​funds ​and ​ETFs ​are ​two ​of ​the ​more ​popular ​options ​people ​will ​choose ​from. ​But ​which ​is ​better, ​and ​does ​it ​really ​matter? ​Today Ryan will host a roundtable discussion with Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to answer ​some ​of ​the ​most ​common ​questions ​people ​have ​when ​trying ​to ​build ​their ​portfolio ​with ​either ​mutual ​funds ​or ​ETFs.
Here’s what we cover in this episode:

0:00 – Intro

1:10 – Similarities and key differences

3:59 – Why do ETFs tend to be cheaper?

10:52 – Why do ETFs tend to be more tax-efficient?

15:36 – Risks with ETFs

19:26 – Our investment approach

Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H

  continue reading

8 episoade

Artwork
iconDistribuie
 
Manage episode 448909066 series 3594497
Content provided by Ryan Wyatt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Wyatt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

When ​it ​comes ​to ​investing, ​mutual ​funds ​and ​ETFs ​are ​two ​of ​the ​more ​popular ​options ​people ​will ​choose ​from. ​But ​which ​is ​better, ​and ​does ​it ​really ​matter? ​Today Ryan will host a roundtable discussion with Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to answer ​some ​of ​the ​most ​common ​questions ​people ​have ​when ​trying ​to ​build ​their ​portfolio ​with ​either ​mutual ​funds ​or ​ETFs.
Here’s what we cover in this episode:

0:00 – Intro

1:10 – Similarities and key differences

3:59 – Why do ETFs tend to be cheaper?

10:52 – Why do ETFs tend to be more tax-efficient?

15:36 – Risks with ETFs

19:26 – Our investment approach

Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H

  continue reading

8 episoade

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