ETFs vs. Index Funds, Expense Ratios, and Investing Terms

Sometimes personal finance can just sound like a bunch of jargon.

Today's episode gives you all the foundational definitions you need to navigate your FI journey.

We have episodes that dive deeper into some of these topics (linked below).

But today is all about explaining the lingo you might hear on the show week to week.

Some of the investing terms we discuss include:



ETFs vs. Index Funds
Expense Ratios
The 4% Rule / Rule of 25
Rule of 72
Tax-advantaged accounts

IRAs / 401Ks





We hope this empowers you to confidently speak to your investing journey and help others along the way.

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Links from the Episode

The deep-dive episode on Roth vs. Traditional
The deep-dive episode on the 4% rule
The deep-dive episode on the Mega Backdoor Roth and Solo 401K

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