It's Not Always ETF's: From a CFP Managing Hundreds of Millions

In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs . This isn’t one of those know-nothing “just buy low-cost ETFs” podcasts. We’re digging into the real stats behind performance, taxes, and the psychological traps investors fall into. And yes… we’re also exposing the nasty secret behind why some advisors knowingly put inferior mutual funds in your account.