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Money with Friends


Jun 13, 2019

In the ongoing fee war between the two money management firms, Fidelity Investments just dropped fees in many of its target date fund products. Does it affect your investments? If not, should you switch? Is a target date fund for you? Kelly Hultgren from the HerMoney podcast joins Joe on this episode to dive into that topic. Plus, we'll tackle a Kiplinger piece sharing seven secrets your advisor might not want you to know. Are they really secrets or just internet clickbait? Do most advisors hide things from clients? We'll also cover that on this super-sized episode!