After pensions left, we’ve begun building an entire system around saving into funds, ETFs and retirement plans like the 401k and IRA. Is it working? Professor William Birdthistle, author of Empire of the Fund, brings evidence that says no. What’s lurking in your savings that you need to know about? We’ll have that on today’s show!
Also, we have a Quotacy hotline call from Anthony about a stolen debit card, and a letter from Rachel about quarterly tax filing.
AND of course, Doug’s getting himself into trouble, we have headlines about a big advisory firm closing up shop and another maybe jumping the shark….and more!
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Show Notes:
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<3:17>Headlines
- Leibenthal Shutters Wealth Management Group (Investment News)
- Vanguard Bucks a Trend with Active U.S. ETF (Barrons)
<10:58>Professor William Birdthistle – Empire of the Fund
Empire of the Fund website: Empire of the Fund
A book trailer in verse:
<29:20>Doug’s Trivia
- When was the first modern mutual fund created?
<36:00>Quotacy Hotline
- Anthony – Buddy’s debit card was stolen. Anything he really needs to worry about with subscriptions and credit?
<40:42> Letters
- Rachel – working as contractor…do I need to file quarterly taxes?
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Harlan Landes from the Plutus Awards and the Adulting podcast joins the fun!
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