Dec 11, 2024
Welcome to this week's episode of Last Paycheck Podcast! CFP Professionals Rob and Archie Hoxton take you back to the basics of navigating investment vehicles, focusing on some of the most common yet often misunderstood options. They break down the essentials of stocks and bonds, explaining how owning shares of a company or lending money through bonds can impact your retirement portfolio.
The episode also dives into mutual funds and exchange-traded funds (ETFs), highlighting their similarities, differences, and potential advantages and disadvantages. Mutual funds, with their broad diversification but potential tax inefficiencies, are contrasted with the more tax-efficient and often lower-cost ETF options. This informative session aims to demystify financial jargon and provide listeners with the confidence to ask basic investment questions without fear.
Come back next week to learn more about alternatives as a type of investment!
Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com
Watch on YouTube: https://youtu.be/ylO5lBzLGbA
Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.