cover of episode ETFs Rule, Mutual Funds Drool with Ryan Kirlin

ETFs Rule, Mutual Funds Drool with Ryan Kirlin

2019/10/1
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Chapters

An ETF is essentially a mutual fund structured under the same rules by the SEC but with certain exemptions, and it trades on an exchange like a stock.

Shownotes Transcript

Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs.

It's a complex topic so I brought in the best person I know to help us break it down, in plain English. 

Ryan Kirlin is the Head of Capital Markets for Alpha Architect. He's also a national-caliber rowing athlete and his claim to fame is having been tested at a resting heart rate of 38 while on the U.S. team for rowing. It was the second-lowest resting heart rate recorded by the US team doctors in 40 years!

Today, with Ryan's help, we’ll dig into:

  • What exactly an ETF is
  • How ETFs are different from a mutual fund
  • The tax benefits of an ETF versus a mutual fund
  • Why their popularity won't be slowing down any time soon

Show Notes & Links: www.youstaywealthy.com/54)

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.