PLAY PODCASTS
Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
Episode 227

Small Cap Value (Part 3): How to Choose the Right Fund and Take Action

Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®

October 10, 202416m 47s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Today, I'm sharing how retirement investors can take action in this final episode of our Small Cap Value series.

Specifically, I'm discussing three things:

➤ Why paying MORE for an investment can pay off

➤ How to easily and properly evaluate different funds

➤ What small-cap value funds to consider

I'm also sharing two important reminders before taking action and investing in this popular asset class.

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network