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Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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://ppacc.player.fm/legal.
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Small Cap Value (Part 3): How to Choose the Right Fund and Take Action

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Manage episode 444473632 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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://ppacc.player.fm/legal.

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

  continue reading

228 episodes

Artwork
iconShare
 
Manage episode 444473632 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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://ppacc.player.fm/legal.

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

  continue reading

228 episodes

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