Mutual Funds May Have Helped you Build Wealth, but are They the Right Choice Once You’re in Retirement?
In this episode of Retirement Income Source, hosts David Scranton and Sarah Samuels break down the hidden risks of mutual funds, including high fees, lack of customization, phantom taxes, and the dangers associated with bond and stock funds. They explain why relying on these one-size-fits-all investments can jeopardize your income and reveal smarter strategies to help you retire with confidence.