Greg joins this week’s podcast, and we share why and how we’re migrating our investments from Wealthfront to Fidelity, which will save us $20K+ in fees over the next ten years. We share how this will save us money, allow us to receive dividends instead of auto reinvesting them, better control our portfolio, and improve our performance. We share the backstory of why we started investing with Wealthfront 10 years ago and why it’s no longer serving us in the future. And Maggie’s brother Alex happens to call right as we’re wrapping up and joins for an impromptu conversation.
Show References:
- Inside Out Money podcast #003 – How and why to invest in index funds
- Inside Out Money podcast #039 – What’s in our Wallet? Our index funds, accounts, and more
- Wealthfront high-yield savings accounts