Episode 037: Are Mutual Funds Slowly Dying? With Jeff Jones

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My Guest on the Show…

Jeff Jones is an investment advisor and one-half owner of WJ Wealth Management in Phoenix, Arizona.

I met Jeff through a mutual friend and one thing I immediately liked about Jeff was his outlook for the future of investing for retirement. He has been in the business for 32 years, yet he is not your typical “old-school” investment advisor.

Jeff has the long-term experience and the ability to see the changes from the past and can relate those changes to today’s movement of new-age investing.

For example; most traditional investment advisors are not fans of robo-investing (computers replacing humans) as you can only imagine why. However, Jeff fully accepts it and will even explain the value it provides versus what he refers to as “traditional”.

Stay tuned for the very end where Jeff shares his view of mutual funds becoming obsolete in the near future and what he says is already replacing mutual funds today.

Now, I have a few questions for you all…

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Mentioned in this Episode

WJ Wealth Management

Personal Capital


Awesome Money Course

Show Notes


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