The Hidden Costs of Mutual Funds in Retirement
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Most people own mutual funds, whether they know it or not. They’re inside 401(k)s, brokerage accounts, and retirement portfolios across the country. They’ve been around for decades and may feel safe and familiar. But familiarity doesn’t equal understanding. Eric breaks down how mutual funds really work and why the structure itself can create consequences you didn’t expect, especially once you move from accumulation to retirement income mode.
Here’s some of what we discuss in this episode:
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The skinny
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