Skip to site content
The Show

Zero-Fee Index Funds! Here’s What It Means for Your Wallet

It’s an exciting time to be an investor because price wars have been gradually bringing down the cost to invest in recent years. But is it really possible to invest with zero fees?

Well, as a matter of fact on August 1, 2018, Fidelity Investments announced two index funds that will operate without annual expense charges (internal expenses) and without a minimum investment requirement.

We’ve observed the industry has been slowly moving toward zero, and it looks like it has finally gotten there. Join us for this week’s episode of The Money Guy Show to hear us discuss this big news about zero-fee investing and what it can mean for your wallet and future.

In this week’s episode, you’ll find out:

  • Why a zero-fee investment option is now available to current investors
  • How the average investor benefits from the competition between fund managers
  • How Fidelity’s competition responded, and will they follow Fidelity down this path to zero, too?!
  • What you as an investor should anticipate from zero-cost investment providers
  • What you can do with this news.
    • Hint: Take a closer look at your current holdings, make sure you’re maximizing all your resources and current technology to leverage the right opportunities, remember you have choices
  • Red flags investors should watch out for when it comes to investing in mutual funds
  • How to research index funds and how much you’re paying for yours
  • What taxes have to do with the fees you pay (or don’t pay)

Resources Mentioned on the Show

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts for new episodes every Friday, live streams every Tuesday at 10am CT, and new highlight clips throughout the week.

Related Content

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and…

View Resource

Wealth Multiplier By Age

How much to save every month to become a millionaire.

View Resource

How Much Should You Save?

How much of your income can you replace in retirement? You can replace different portions of your income in retirement…

View Resource

Articles

I Have a Lot of Money, but I Don’t Feel Wealthy!

, ,

Read More

How To Save for Retirement When You Have a Pension

, , ,

Read More

How Will the Next President Affect the Stock Market?

, ,

Read More

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

https://moneyguy.com/wp-content/uploads/2023/10/accent-icon-book.png

Millionaire Mission (Brian’s Book)

Buy Now
https://moneyguy.com/wp-content/uploads/2023/10/accent-icon-math.png

Know Your Number Course

Buy Now
https://moneyguy.com/wp-content/uploads/2023/10/accent-icon-pencil.png

The Money Guy Net Worth Tool

Buy Now

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

10 8 WhereDoYouRank2

Are You Doing Better Than the Average American?

Watch Now
REACT YTpt2 1

Financial Advisors React to Money Advice on YouTube (Part 2)

Watch Now
ASK Worst401kMistakes

The Worst 401(k) Mistakes We’ve Seen!

Watch Now