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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…

What are some of your questions you would like answered on the show? Simply leave a comment at the bottom and let me know or you can contact me here and ask anonymously.

Are you enjoying the podcast? If you do, would you be willing to leave a review for the show here? The more reviews the podcast receives, the more people will learn about it!


The Money Peach Podcast is brought to you by my #1 online program for showing you how to budget, how much to save, how to manage your debt payoff, when to save for retirement, what to teach your kids about money, and how to build a legacy to last beyond your lifetime.

If you find yourself continuing to live paycheck-to-paycheck and wondering where all the money went at the end of the month, it’s time to finally make a positive change. Welcome to the class they forgot to teach you about money – Awesome Money Course.

 

Mentioned in this Episode


WJ Wealth Management

Personal Capital

Betterment

Awesome Money Course

Show Notes


 

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Chris Petrie

Chris (Peach) Petrie is a personal finance expert, money coach, speaker and podcaster.

In 2011, Chris and his family were exhausted from living paycheck-to-paycheck and facing a mountain of debt. They started going against the society standards of misbehaving with money and made the decision to take back control of their lives and money. Within seven months they paid off $52,000, started saving like crazy and began building real wealth.

The word spread fast and Chris started showing friends how to create a budget over dinner. Soon after he started showing their friends how to do the same and eventually Chris started teaching personal finance classes around the community. As the need for the classes grew, Chris launched Money Peach in 2015.

Money Peach was created to help everyday people remove the stress and fear of money by showing them how to save more, make more, and keep more of their money.

Chris Peach has been featured in places like Business Insider, The Huffington Post, Elite Daily, and CheddarTV.

When Chris isn’t at “work” he can be found at the Crossfit gym or riding on the fire truck — Chris is also a full-time firefighter in Phoenix, Arizona.

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