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Set It, Forget it... Regret It? The Target Date Fund Trap

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Manage episode 491953474 series 3561347
Content provided by Impact Partnership and Mike Canet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Canet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Think having target date funds is a good idea? Think again. In this episode of the Savvy Investor, Ryan Herbert and Lawrence Kiely break down the hidden risks and misconceptions behind target date funds in your 401(k). From market downturns to fee traps, they reveal why these “set-it-and-forget-it” investments may not be the safe bet you think they are. Learn how to take control of your retirement strategy, explore smarter diversification options, and understand the real cost of convenience.

Want to begin building your retirement and tax plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.

  continue reading

279 episodes

Artwork
iconShare
 
Manage episode 491953474 series 3561347
Content provided by Impact Partnership and Mike Canet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Canet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Think having target date funds is a good idea? Think again. In this episode of the Savvy Investor, Ryan Herbert and Lawrence Kiely break down the hidden risks and misconceptions behind target date funds in your 401(k). From market downturns to fee traps, they reveal why these “set-it-and-forget-it” investments may not be the safe bet you think they are. Learn how to take control of your retirement strategy, explore smarter diversification options, and understand the real cost of convenience.

Want to begin building your retirement and tax plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.

  continue reading

279 episodes

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