What’s the difference between mutual funds and EFTs (Exchange Traded Funds)? This week on the rich & REGULAR podcast, Kiersten and Julien ask registered investment advisor Rich Compson (Fidelity) this question and more. 

Rich explains how direct indexing works, where you own a portion of all the stocks in an index, like the S&P 500. This enables you to have more personal preferences when investing, focusing on companies that reflect social or environmental values, for example. Rich also talks starting simple with investing, fractional shares, how portfolios work, and offsetting tax gains and losses.



Learn more at richandregular.com, purchase Cashing Out: Win the Wealth Game by Walking Awayby Kiersten and Julien Saunders and follow on Instagram @richandregular. 

Support rich & REGULAR by sharing and rating us five stars on Apple Podcasts. 

What’s the difference between mutual funds and EFTs (Exchange Traded Funds)? This week on the rich &amp; REGULAR podcast, Kiersten and Julien ask registered investment advisor Rich Compson (Fidelity) this question and more. 
Rich explains how direct indexing works, where you own a portion of all the stocks in an index, like the S&amp;P 500. This enables you to have more personal preferences when investing, focusing on companies that reflect social or environmental values, for example. Rich also talks starting simple with investing, fractional shares, how portfolios work, and offsetting tax gains and losses.
 
Learn more at <a href="https://richandregular.com/">richandregular.com</a>, purchase <a href="https://richandregular.com/cashingout/">Cashing Out: Win the Wealth Game by Walking Away</a> by Kiersten and Julien Saunders and follow on Instagram @richandregular. 
Support rich &amp; REGULAR by sharing and rating us five stars on <a href="https://podcasts.apple.com/us/podcast/rich-regular-with-kiersten-and-julien-saunders/id1562432041">Apple Podcasts</a>.

Not rich and famous. Rich & REGULAR. Sure, it would be great to be famous. But there’s a lot you can do on your income if you’re smart about it. Kiersten and Julien Saunders give out the tips and tricks but also dive deeper into the concepts behind wise money management.

Not rich and famous. Rich &amp; REGULAR. Sure, it would be great to be famous. But there&rsquo;s a lot you can do on your income if you&rsquo;re smart about it. Kiersten and Julien Saunders give out the tips and tricks but also dive deeper into the concepts behind wise money management.

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