The Lifetime Income Series: I Can Do It Myself – Are ETF’s the Answer?

Special Guest: Dr. Eric Matteson, Chair of Rheumatology at the Mayo Clinic

This week on the Lifetime Income Series, Jim and Cathlyn discuss Exchange Traded Funds (ETF’s) and if these low-cost investment vehicles are the answer to today’s choppy markets. They also outline the benefits of both the actively managed and passive ETF’s. They clarify the difference between ETF’s and mutual funds, and also offer the case study of Ron and Meg, a retired couple in their early 70’s to illustrate the differences between ETF’s and individual dividend-paying stocks and bonds. The guest this week is Dr. Eric Matteson, Chair of Rheumatology at the Mayo Clinic, who will discuss rheumatoid arthritis symptoms and why early diagnosis and treatment is extremely important. If left untreated the cost of monthly medications can be extremely expensive.

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