This video covers my 4 BEST Fidelity index funds to buy and hold for life. After watching, you'll understand what index funds are, why I consider these the best, and how they can help you build substantial wealth over time. - Enjoy! 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/uJSmbLtSi1Y?si=Y9UiRF90ESPbZCs_ https://youtu.be/GEyok0IzYUE?si=IUttpEAdR3Eqn-od https://youtu.be/PNwCjlomxrk?si=oS5J3NxRnKVOandR https://youtu.be/u593fmxfEy4?si=v1DDRq3h3g9QOU6p https://youtu.be/T460Kdu_l10?si=qaQyUEQ0DMzp6DHt https://youtu.be/edsR3pDQkx8?si=ANNTxN-iTYXTZflc https://youtu.be/jGZ6NRaChmU?si=hWdhQ9UWNNlyNeiU https://youtu.be/2Eb6Y4VXWJs?si=0THz8V714ANfILQf https://youtu.be/sl4yZRUUI_k?si=Ba-1ZINOM7T_OdFr https://youtu.be/xRRSYKuEyZ4?si=FbucSVVRMC6qX1xo https://youtu.be/nU6UhvuCTAI?si=9LKKax7PIZPciP9Z https://youtu.be/frXhZbyz80w?si=d8TnvdfapVKwAm1x https://www.youtube.com/playlist?list=PLL80XtVsEZjNEqjqxToAzGHSwvPpWFaD6 https://www.youtube.com/playlist?list=PLL80XtVsEZjN7ichqUUvP54qpYQ4lVS46 ⏰ Timestamps ⏰ 00:00 Intro 01:24 1. Fidelity Total Market (FSKAX) 04:36 2. Fidelity Large Cap Growth (FSPGX) 07:04 3. Fidelity Small Cap (FSSNX) 09:25 4. Fidelity Total International (FTIHX) 11:02 Portfolio Example 1. Fidelity Total Market Index Fund (FSKAX) The Fidelity total market index fund tracks the Dow Jones U.S. total stock market index which means the fund seeks to provide investment results that correspond to the total return of a broad range of US stocks including small, mid, and large cap companies. There is currently close to 4,000 holdings in this fund, historically has done very well for investors, and is super cheap (Expense Ratio: 0.015%) 2. Fidelity Large Cap Growth Index Fund (FSPGX) The Fidelity large cap growth index fund tracks the Russell 1000 growth index, which measures the performance of large-cap growth US stocks. The fund has close to 400 holdings, where the top ten holdings make up roughly 57% of the entire fund. FSPGX is more volatile, but could very well offer higher returns over time. 3. Fidelity Small Cap Index Fund (FSSNX) The Fidelity small cap index fund tracks the Russell 2000 index, which measures the return of stocks of small cap US companies. The fund has close to 2,000 holdings with great diversification as the top ten only make up 4% of the entire fund. 4. Fidelity Total International Index Fund (FTIHX) The Fidelity total international index fund tracks the MSCI all country world index which means this international fund seeks to provide investment results that correspond to the total return of foreign developed and emerging markets. 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

This video breaks down the key differences between Lump Sum Investing vs Dollar Cost Averaging and which option is best for you, based on the data. - Enjoy! 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/GEyok0IzYUE?si=BQ9IMnRz27Sz9v4F https://youtu.be/PNwCjlomxrk?si=N0pB_-CvVGhutwiH https://youtu.be/2Eb6Y4VXWJs?si=O_CIdqU28l1nHBxk https://youtu.be/fAWccqRCyKI?si=i3eggTNXnZiF5Mq- https://youtu.be/emdZ2aSFQow?si=aJVBsulF_aBM_6ap https://youtu.be/OprjgqbKUBY?si=YsWH6WVkVdhmNPJY https://youtu.be/PDeMxf8yadw?si=48w7rgw14v9TC2ty https://youtu.be/xRRSYKuEyZ4?si=jqYrdm-vju7yELmA https://youtu.be/ktpeNzqEVCs?si=dCQHUABDTut2BPI2 https://youtu.be/Noe5rBJhw5s?si=OWERAT3nQme_HUGf https://youtu.be/ktpeNzqEVCs?si=D3c-PT5fL7KPrFYj https://www.youtube.com/playlist?list=PLL80XtVsEZjOJXHxG8HXAozQ3JkDafdnr ⏰ Timestamps ⏰ 00:00 Intro 00:27 Key Differences 02:12 Pros & Cons 04:09 Historical Performance 08:26 Which is Best? 🔔 Don't forget to subscribe with notifications on and hit that like button! What is Lump Sum Investing? Investing as a Lump Sum refers to investing all of your funds at once, rather than waiting. What is Dollar Cost Averaging (DCA)? Dollar Cost Averaging is when you spread out your investments over time. Dollar cost averaging may be overlapped in its meaning where it could refer to you already having the funds, but now you want to spread out the investments over time to potentially reduce risk (say you are worried about a poor market coming, etc.) This was the style mostly discussed in this video because when you invest every paycheck, you are theoretically investing a small lump sum increment because this approach means you are investing your cash as soon as you receive it, rather than waiting over time. Investing every paycheck as soon as you get paid is a no matter what must do for your financial future, at least in my books. All in all, investing as soon as you can rather than trying to time the market or spend time with cash out of the market has proven to be the better choice, majority of the time. Which I will mention, if you are looking to store cash safely on the side, bonds, cds, and money market funds are great options to consider in order for your cash to still earn interest and keep up with inflation. I hope you found value in this content and please feel free to leave any questions or feedback that you have, in the comments below! Thank you! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

Fidelity Health Savings Account (HSA) For Beginners: This video covers a complete guide to understanding what a health savings account (HSA) is, how it works, why it's so powerful, how you can open one on Fidelity, and how to invest in your HSA. - Enjoy! Fidelity HSA (Highly recommend if eligible, not affiliated): https://www.fidelity.com/go/hsa/why-hsa Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/OrI5hlGuxJg?si=BraQUVPdBFgPKBLZ https://youtu.be/frXhZbyz80w?si=FuDKZBoygZXv5cex https://youtu.be/YICg-EUhYGI?si=whE04JpsKfE5bRsk https://youtu.be/u593fmxfEy4?si=m2zT8uPoZFGpRVD9 https://youtu.be/jGZ6NRaChmU?si=m3m4a76ikqr5kHWT https://youtu.be/Noe5rBJhw5s?si=YvDRga4k8ua4xMXJ https://youtu.be/2Eb6Y4VXWJs?si=PJ2F_UNDY63fEG7G https://youtu.be/GEyok0IzYUE?si=4L6XMJdQVfGJtWlL https://youtu.be/jH1rJa4RRp8?si=xPPuOu7-lijdDAMl https://youtu.be/c6PYuGZ8-dc?si=x6q3nnT-NuefaRTi https://youtu.be/xRRSYKuEyZ4?si=1Mg1g64z54xVmGEj https://www.youtube.com/playlist?list=PLL80XtVsEZjN7ichqUUvP54qpYQ4lVS46 ⏰ Timestamps ⏰ 00:00 HSA Intro 03:05 How To Get Started 06:17 How To Invest 🔔 Don't forget to subscribe with notifications on and hit that like button! What is a Health Savings Account (HSA)? A health savings account (HSA) is not just a savings account, but for most cases, you can invest in this account... and Fidelity has among the best option in the industry (in my opinion). And so the reason the Health Savings Account (HSA) is so powerful is because it is a triple-tax advantaged account which means... Contributions: Tax-Deductible Invest: Tax-Free Withdraw Anytime: Tax-Free... you can't get much better than that! So in order to be eligible for an HSA, you need a high deductible health plan that allows you to be eligible for an HSA... which if you are, I highly recommend it. In fact, funds within an HSA last forever... where if you use a different type of account such as the Flexible Spending Account (FSA), you generally have to use your funds within the given year. Not just is the HSA beneficial as far as paying for medical expenses, but the tax incentives can save you money upfront every year... and if you invest over a long period of time with a strong investment like the S&P 500, your portfolio may be compound very well to be sufficient for your future. Hope you found value in this content and please feel free to leave any questions or feedback that you have, in the comments below! Thank you! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

Bond Investing For Beginners: This video covers a complete guide to understanding what bonds are, how they work, different types to consider, why to use them, how to invest in them, and the things you need to be aware of. - Enjoy! - Ray Dalio Article Mentioned: https://shorturl.at/WEQzf 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/6figVXfmRGE?si=_NBorFyaVG5QdVa0 https://youtu.be/OprjgqbKUBY?si=0kOfAdasD2OowiKq https://youtu.be/ENR7dlrp5yE?si=1CPjCc1b_WA7Wmaw https://youtu.be/GEyok0IzYUE?si=BQ9IMnRz27Sz9v4F https://youtu.be/PNwCjlomxrk?si=N0pB_-CvVGhutwiH https://youtu.be/jGZ6NRaChmU?si=KQiIJNZXOVQLCQ7Q https://youtu.be/N_nEHRLRcKQ?si=3uZi_jjn74NsGNuI https://youtu.be/2Eb6Y4VXWJs?si=O_CIdqU28l1nHBxk https://youtu.be/fAWccqRCyKI?si=i3eggTNXnZiF5Mq- https://youtu.be/PDeMxf8yadw?si=48w7rgw14v9TC2ty https://youtu.be/xRRSYKuEyZ4?si=jqYrdm-vju7yELmA https://youtu.be/ktpeNzqEVCs?si=dCQHUABDTut2BPI2 https://youtu.be/Noe5rBJhw5s?si=OWERAT3nQme_HUGf https://www.youtube.com/playlist?list=PLL80XtVsEZjOJXHxG8HXAozQ3JkDafdnr ⏰ Timestamps ⏰ 00:00 Intro 00:21 What Are Bonds? 01:38 Different Types of Bonds 06:41 Bond Prices & Risks 09:13 Why Invest in Bonds? 11:49 How to Invest in Bonds 16:38 Things To Be Aware Of What are bonds? Bonds are pretty much a loan that you give to a government or company, where they pay you back with a fixed amount of income on top of giving you the original payment back when the bond matures (expires). What are the most popular types of bonds? Although there are many types, some of the most popular bonds consist of Treasury Bills (T-Bills), T-Notes, T-Bonds, I Bonds, Series EE, and Municipal Bonds to name a few. What is a bond maturity date? This is the time that the bond expires and the issuer repays the full amount that you invested. What are coupon payments? Also known as interest payments because this is when you get paid your interest from a bond, and are typically paid out every 6 months (depends on the bond). Treasury bills have no coupon payments. Are junk bonds worth it? This is a personal decision, but realize that junk bonds are given the name because they come from companies that contain much higher risk and are less likely to pay out the interest, and in some cases, even the principal you invested. How do bond prices correlate with interest rates? The price of a bond has an inverse relationship to interest rates. When interest rates fall, bond prices generally rise. When interest rates rise, bond prices typically fall. Why invest in bonds? - Reliable income stream - Less risk than stocks - Safely preserve capital - Potential tax treatment - Great diversification What are the top things to be aware of with bonds? 1. Interest rate risk 2. Time & risk tolerance 3. Tax drag in taxable accounts 4. Asset location - Understanding the best locations to place your assets 5. Tax advantage options - Such as U.S. Treasuries and Munis. 6. Compare after-tax returns - high taxes? Munis may be better for you. low taxes? CDs may even be better. 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

This video covers 6 investments you should avoid in taxable accounts in order to reduce tax drag and maximize your potential wealth. - Enjoy! ​🔎 Morningstar Investor (Free Trial & Save $50) → https://dannysully.link/Morningstar 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/GEyok0IzYUE?si=BQ9IMnRz27Sz9v4F https://youtu.be/PNwCjlomxrk?si=N0pB_-CvVGhutwiH https://youtu.be/v-ebnGFTtgU?si=k6OslRgBvpfKcnVV https://youtu.be/N_nEHRLRcKQ?si=3uZi_jjn74NsGNuI https://youtu.be/2Eb6Y4VXWJs?si=O_CIdqU28l1nHBxk https://youtu.be/fAWccqRCyKI?si=i3eggTNXnZiF5Mq- https://youtu.be/emdZ2aSFQow?si=aJVBsulF_aBM_6ap https://youtu.be/PDeMxf8yadw?si=48w7rgw14v9TC2ty https://youtu.be/xRRSYKuEyZ4?si=jqYrdm-vju7yELmA https://youtu.be/ktpeNzqEVCs?si=dCQHUABDTut2BPI2 https://youtu.be/Noe5rBJhw5s?si=OWERAT3nQme_HUGf https://www.youtube.com/playlist?list=PLL80XtVsEZjOJXHxG8HXAozQ3JkDafdnr ⏰ Timestamps ⏰ 00:00 Intro 00:50 Mutual Funds (Especially Active) 06:47 Taxable Bonds 08:56 REITs 10:44 High Dividend Stocks 12:35 Multi-Asset Funds 14:02 Stocks You Hold Less Than One Year 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

This video contains some of the best ways to invest in taxable brokerage accounts in order to build strong wealth over time. If you find value, please consider hitting the like and subscribe button for future content like this. - Enjoy! 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/GEyok0IzYUE?si=BQ9IMnRz27Sz9v4F https://youtu.be/PNwCjlomxrk?si=N0pB_-CvVGhutwiH https://youtu.be/2Eb6Y4VXWJs?si=O_CIdqU28l1nHBxk https://youtu.be/fAWccqRCyKI?si=i3eggTNXnZiF5Mq- https://youtu.be/emdZ2aSFQow?si=aJVBsulF_aBM_6ap https://youtu.be/OprjgqbKUBY?si=YsWH6WVkVdhmNPJY https://youtu.be/PDeMxf8yadw?si=48w7rgw14v9TC2ty https://youtu.be/xRRSYKuEyZ4?si=jqYrdm-vju7yELmA https://youtu.be/ktpeNzqEVCs?si=dCQHUABDTut2BPI2 https://youtu.be/Noe5rBJhw5s?si=OWERAT3nQme_HUGf https://youtu.be/ktpeNzqEVCs?si=D3c-PT5fL7KPrFYj https://www.youtube.com/playlist?list=PLL80XtVsEZjOJXHxG8HXAozQ3JkDafdnr ⏰ Timestamps ⏰ 00:00 Intro 01:17 1. Equity Index Funds (ETFs) 04:06 2. Stocks With Low or No Dividends 06:38 3. Dollar Cost Averaging 08:19 4. Lump Sum Investing 09:59 5. Hold Longer Than One Year 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

If you understand the 10 mistakes discussed in this video, the odds for you to achieve a successful retirement will increase significantly. - Enjoy! ⭐ Empower (Free Financial Dashboard): https://dannysully.link/Empower 🧭 Boldin (Financial Planning Software, 14-Day Free Trial): https://go.boldin.com/dannysully 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully 🎥 Relevant YouTube Videos 🎥 https://youtu.be/jGZ6NRaChmU?si=gGoWiW0Nc68Tv6F- https://youtu.be/v-ebnGFTtgU?si=NgacrJKKU5BbT5sq https://youtu.be/fAWccqRCyKI?si=i3eggTNXnZiF5Mq- https://youtu.be/emdZ2aSFQow?si=aJVBsulF_aBM_6ap https://youtu.be/mfku1XsOClc?si=N7OO4FCZLBE6bJwk https://youtu.be/OprjgqbKUBY?si=YsWH6WVkVdhmNPJY https://youtu.be/PDeMxf8yadw?si=48w7rgw14v9TC2ty https://youtu.be/xRRSYKuEyZ4?si=jqYrdm-vju7yELmA https://youtu.be/ktpeNzqEVCs?si=dCQHUABDTut2BPI2 https://youtu.be/Noe5rBJhw5s?si=OWERAT3nQme_HUGf https://youtu.be/2Eb6Y4VXWJs?si=O_CIdqU28l1nHBxk https://youtu.be/GEyok0IzYUE?si=BQ9IMnRz27Sz9v4F https://www.youtube.com/playlist?list=PLL80XtVsEZjOJXHxG8HXAozQ3JkDafdnr ⏰ Timestamps ⏰ 00:00 Intro 00:29 1. Not Starting Early 03:09 2. Contributing Too Little 05:22 3. Ignoring Inflation 06:51 4. Lack of Diversification 08:03 5. Overlooking Fees 09:58 6. Selling During Market Downturns 11:11 7. Relying on Social Security 12:13 8. Underestimating Healthcare 13:15 9. Poor Tax Planning 14:20 10. Lack of a Clear Withdrawal Plan 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.

After watching this video, you'll understand exactly why ETFs are more tax-efficient and why you should especially avoid actively managed mutual funds in taxable accounts. - Enjoy! References used in this video: Are Active ETFs More Tax Efficient (Morningstar): https://tidd.ly/3GX8DK4 ETFs vs Mutual Funds, The Benefits Really Matter (Morningstar): https://tidd.ly/3SCfPxy How the Largest ETFs Changed Financial Markets (Morningstar): https://tidd.ly/4jSXRml Good News for ETF Investors | Low Capital Gain Distributions (Morningstar): https://tidd.ly/3Zlv1D1 ⭐ Try out Morningstar Investor (Save $50 on your first year): https://dannysully.link/Morningstar Tax Efficiency of ETFs (J.P. Morgan): https://shorturl.at/6Tand 💼 How To Build An Investment Portfolio (Free Guide) → https://dannysully.link/PortfolioBuilder Top Bonus Offers: 🚀 Webull (Invest): Get free stocks with any deposit! → https://dannysully.link/Webull 💸 SoFi (Checking & Savings): Get up to a $300 cash bonus! → https://dannysully.link/SoFi 💰 Raisin (CDs): Get up to a $500 bonus with code "BOOST" → https://dannysully.link/CDs 💎 Coinbase (Crypto): Up to $200 in BTC when you trade $100 → https://dannysully.link/Coinbase Top Financial Products To Consider: 🛠 Personal Finance Tools → https://dannysully.link/FinanceTools 📈 Investing Platforms → https://dannysully.link/Investing 🏦 High Yield Savings Accounts → https://dannysully.link/Savings 🔒 Certificate Of Deposits (CDs) → https://dannysully.link/CDs 💳 Credit Cards → https://dannysully.link/CreditCards Resources: 📚 Free Learning Guides → https://dannysully.link/FreeGuides 🗞️ Free Newsletter → https://dannysully.link/Newsletter 🔑 Patreon (My Portfolio & Exclusive Content) → https://www.patreon.com/dannysully ⏰ Timestamps ⏰ 00:00 Intro 01:10 ETFs & Mutual Funds Structure 04:39 Key Differences In Tax Efficiency 07:07 Real World Examples 11:58 Final Thoughts 🎥 Relevant YouTube Videos 🎥 https://youtu.be/GEyok0IzYUE?si=u0TEK2ba86I9ir8t https://youtu.be/ktpeNzqEVCs?si=ZhEdDU8Z5GCWdDf6 https://youtu.be/Cp1kJLCP9dg?si=cI_VvWhLaynzFdNG https://youtu.be/dPM3Kkks1HQ?si=hnPNp14dUE1eluxr https://youtu.be/uJSmbLtSi1Y?si=ND_UQMlf0g9uQSxm https://youtu.be/qKhpxXyQ4AQ?si=vbDcTsHX-5MTV17Y https://youtu.be/VTLaPeR1gEs?si=FuvPczCB5joVfmJX https://youtu.be/jGZ6NRaChmU?si=46nfWwCV0i9htvkz https://youtu.be/u593fmxfEy4?si=T6RO_me7k0rpQMCH https://youtu.be/fAWccqRCyKI?si=OSF7S5qGHKhHwAET https://youtu.be/mfku1XsOClc?si=n40eib5d8hbma3OU https://youtu.be/edsR3pDQkx8?si=-0L8YZR66sKGRP9J https://youtu.be/emdZ2aSFQow?si=KuTAPAWwMxH0l3-q https://www.youtube.com/playlist?list=PLL80XtVsEZjNEqjqxToAzGHSwvPpWFaD6 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: Certain links on this website lead to products or services that may earn Danny Sully an affiliate commission or referral bonus. As a member of an affiliate sales network, Danny Sully is compensated for directing traffic to partner websites, which may affect the placement or visibility of some products on this site. The information provided in this video is accurate as of its posting date, though some of the offers mentioned may no longer be active. This content is for entertainment only and does not constitute legal, tax, or financial advice. It is for general informational purposes. The presenter is not a licensed professional. Viewers should consult their attorney, accountant, or financial advisor for advice on specific legal, tax, or financial issues.