Today Paul and Cory chat with Dr. Stefan Sharkansky, owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions, and Dr. Sharkansky explains what plagues investors and how to grow your personal fund and cut out the extra costs.
WHAT WAS COVERED
- 0:34 – Paul welcomes us to the show.
- 1:12 – Cory summarizes Dr. Sharkansky’s background and introduces him to the show.
- 1:44 – How Paul and Cory know Dr. Sharkansky.
- 2:45 – Dr. Sharkansky Speaks on his business ventures and how he landed on personalfund.com.
- 6:30 – Dr. Sharkansky discusses his mutual fund cost calculator.
- 8:28 – Dr. Sharkansky explains the business model of personalfund.com.
- 8:50 – Paul breaks down embedded cost in mutual funds and trading costs.
- 11:55 – Dr. Sharkansky speaks to the backlash he received from the launch of PersonalFund.com from account managers.
- 12:53 – Digging into trading costs and big-ask spreads.
- 16:35 – An offer from Sound Financial Group (commercial)
- 17:35 – Back from commercial.
- 18:04 – Breaking down the average cost of the actively managed mutual funds.
- 21:35 – Cory asks Dr. Sharkansky about his report on finding the truth behind mutual funds past performance.
- 22:30 – Paul juxtaposes what his sales training had taught him early on in his career.
- 25:35 – Paul offers a “give-away” for listeners who are interested in finding out more about your funds and costs.
- 27:47 – Paul thanks Dr. Sharkansky’s time and study.
- 28:43 – Paul closes the show.
- 30:09 – Show ends, thank you for listening.
Curious what you can accomplish with our help? Schedule a free 15 minute meeting with us! https://go.oncehub.com/SFGconnect
find out more about Dr. Sharkansky’s study and tools here at personalfund.com
Sound Financial Group’s Website for a Financial Inquiry Call – Info@sfgwa.com (Inquiry in the subject)
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Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.
Podcast production and show notes by Funston Productions and Gatherly